Buy WTS by Oct 30, 2027.

Everyone's been so busy chasing the obvious AI trades that they missed the pattern playing out right in front of them. Power demand for data centers was the first shoe to drop and the energy/nuclear picks and shovels plays ran hard. VST, CEG, uranium names, etc. - all repriced as AI infrastructure. Water is the next shoe and it hasn't dropped yet. Enter Watts Water Technologies. Crushed earnings yesterday. Revenue $677M vs $638M expected (+21% YoY). EPS $3.04 vs \~$2.68 …