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ChargePoint (CHPT) Investment Thesis – Long-Term Outlook ChargePoint is one of the most established names in the EV charging ecosystem, with a strong footprint across Level 2 commercial and fleet infrastructure. While it doesn’t focus heavily on DC fast charging like some peers, its strategy emphasizes widespread workplace, multi-unit dwelling, and fleet solutions—crucial segments in an electrifying economy.

Revenue Growth : GE Vernova is expected to grow its revenue by 13% , contributing to a total revenue of US$77 billion. Earnings Forecast : Estimated earnings for 2030 are US$4.2 billion , translating into a market capitalization of US$270.06 billion , based on a 64.68x price-to-earnings ratio.

Blink Charging is a long-term, high-risk play — but I’m in it because I believe EV infrastructure is still in its early innings. Here’s how I see it: 3 Years (2028): Blink is still scaling.

Key Takeaways Capstone is building a scalable platform in specialty construction materials, focusing on thin veneer masonry in the U.S. Midwest and Northeast. With a strategy of tuck-in acquisitions, innovative proprietary products, and regional growth, revenue could triple by 2030.

RECENT PAST AGX has consistently delivered robust revenue growth, with fiscal year 2025 revenue rising 53% year-over-year to $874.2 million and net income surging 164% to $85.5 million. In recent quarters, revenue growth has exceeded 60% year-over-year, particularly fueled by performance in its Power Services segment.

A Caterpillar (CAT) é uma empresa centenária com um histórico de excelência operacional e uma marca reconhecida globalmente como sinônimo de máquinas pesadas, motores industriais e soluções para os setores de construção, mineração, energia e transporte. Com uma receita média anual crescendo 12,76% ao ano nos últimos 5 anos , a empresa tem demonstrado consistência em seu desempenho financeiro, mesmo em cenários macroeconômicos desafiadores.

The company justifies higher valuations by shifting revenues from one-time hardware sales to recurring software revenues. From a technological point of view, the development of e-mobility is unstoppable because it offers a variety of economic and technical benefits compared to current technology.

Highlights Reported $2.0 million in fourth quarter revenue; an accelerated revenue ramp is expected in 2025 Deepened partnerships with existing automotive OEMs with commercialization of AI for Science to develop new electrolyte materials for both Li-Metal and Li-ion batteries All in on AI strategy powered battery material discovery to an entirely new AI-enhanced 2170 cylindrical cell for emerging humanoid robotics applications and entry into Li-ion battery applications in EV Commercialization of AI for Safety led to the signing of an MOU to provide up to 100 MWh advanced Battery Energy Storage System (“BESS”) solution FY 2024 cash usage in operations and Capex was $78.3M, below previous guidance of $80M to $95M FY 2025 revenue projected to be in a range of $15M to $25M

The global 'space economy' is forecasted to be worth ~$1.8 trillion by 2035. Roughly $800 billion is estimated to be made up of "backbone" business, such as satellites and rockets, and the services or software required to enable them, such as internet and positioning technologies.