Buy BWA by May 18, 2026.

Everyone is chasing $NVDA and $MU, but the real bottleneck for AI is energy. I’ve been looking into **BorgWarner ($BWA)**. They just announced a pivot into the data center power market with modular turbine generators (2GW capacity planned). The stock already popped 20% on the news, but I think this is just the beginning of the 'Second Wave' AI rally. While the market sees them as a 'boring' automotive Tier 1 supplier, they are perfectly positioned to solve the on-site …