In short: Industrial-gases leg of the physical-buildout cluster among Q2 top buys — the materials input to both semiconductor fabs and the wider industrial capex cycle.
In short: Ahlsten (repeat winner): world's leading industrial-gas company — a "mission-critical, over-the-fence, nonregulated utility" on long-term take-or-pay contracts; ultrahigh-purity gases for fabs, oxygen/nitrogen for healthcare/food/water, hydrogen for clean energy — and a space business up 4x in three years that could top $1B by decade-end ("If you missed the SpaceX IPO, there is Linde"; the largest rockets use 10x the gas). 28x because it rarely disappoints; ~$540 now, $654 year-end-2028 target (27x FY29) — an 11%+ compounder.
Linde supplies industrial gases — oxygen, nitrogen, hydrogen — piped "over the fence" into customers' plants on long-term contracts where customers pay whether they take the gas or not. That makes it a de facto utility, without the regulator, spread across chips, healthcare, food and clean energy. The quirky kicker: rocket launches. Linde's space business has quadrupled in three years and could pass $1 billion by decade-end — "if you missed the SpaceX IPO, there is Linde." Never cheap (28x) because it never disappoints; Ahlsten's target is $654 by end-2028 vs ~$540, an 11%+ annual compounder.
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