According to The Kobeissi Letter, President Trump stated that the U.S. electricity grid is "old and tired," highlighting infrastructure concerns that could drive sector-specific flows in utilities and power equipment stocks (source: The Kobeissi Letter, Twitter, Oct 8, 2025). According to The Kobeissi Letter, the administration has recently taken equity stakes in Intel and metals companies, and the source posed whether a 10% stake in an electricity-related company could follow, though no electricity-sector stake was confirmed in the post (source: The Kobeissi Letter, Twitter, Oct 8, 2025). For trading, this unconfirmed headline suggests monitoring U.S. utilities and grid-linked names for policy-driven volatility while awaiting official disclosures to validate any electricity-sector equity action (source: The Kobeissi Letter, Twitter, Oct 8, 2025).