Strong Buy BW by Jan 15, 2027.

The AI bottleneck isn't silicon. It's steam. ($BW DD) Data centers need massive power. Power requires steam turbines. Steam turbines require industrial boilers. The Play: Babcock & Wilcox ($BW) BW is my value investing play of the year. They do one thing: build industrial boilers. They do it better than anyone. They hold the original 1856 patent for efficiency-focused boilers. They literally sold steam boilers to Thomas Edison. The Comparison: $BW vs. GE Vernova ($GEV) GEV makes the entire unit …