American electricity shortages remain an unavoidable market issue. Last year's analysis pointed out that short-term energy solutions mainly rely on two pillars: nuclear power and traditional gas-fired generation.

There's an interesting case. Howmet Aerospace, a company that specializes in manufacturing high-temperature alloy blades for aircraft engines and industrial gas turbines, is a leading player in this field globally. Looking at its stock performance makes it clear—rising from a few dozen dollars in 2024 to $200, with an astonishing increase and little to no pullback.

The underlying logic is quite straightforward: the power demand from AI data centers is skyrocketing, making gas turbines an emergency solution. But this company has a fatal weakness—strong technology but limited delivery capacity.

This is where the opportunity lies. If there is an industrial chain domestically that can participate in this sector or directly replace Howmet Aerospace, it could alleviate the energy crisis in the short term. In simple terms, the bottlenecks in the supply chain are often the most valuable points.