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I looked into European companies working to upgrade the various countries energy infrastructure. I’m talking the actual cables, regardless of the power generation source, many EU countries need to upgrade their grids. I’m watching Nexans (NEXNY). Not really a pick or shovel, but I’m also watching Canon for their Nanoimprint Lithography (NIL), which already works for memory and soon possibly for silicon. If proven, it could benefit from any boom in the hardware sector, not just AI.