Dycom Industries: Capitalizing On AI And Long-Term Growth Drivers

Last year, I published bullish pieces on EMCOR Group ( EME ) and MasTec ( MTZ ) wherein I pointed out that specialty contractors are benefiting from the Inflation Reduction Act (IRA) and Infrastructure Investment and Jobs Act [IIJA], as wellI'm an avid investor with a long-term, and sometimes contrarian, approach to equities investing. I started out as a Tech analyst but now also cover Commodities and Energy sectors as the world navigates the energy transition.Analyst’s Disclosure: I/we have no stock, optio ...