u/FunIcy6154 · 24d ago5 prior · awaiting results
Long XYL
Water shortages thesis
Water infrastructure faces a capex supercycle driven by aging pipe replacement, PFAS regulation, and rising demand from AI data centers and nuclear energy. Equipment and testing suppliers like Xylem are well-positioned to benefit from $13.2 trillion in global water investment through 2040.
At post $117.47Now $108.81-7.4% since postedas of Sep 8, 4:31 PM ET
1d—
3d-1.1%
1w-3.4%
1m—
3m—
6m—
1y—