HPS.A.TO

This is a stock I have had on my radar for a very long time. I think it is one of the more unique ways to get exposure to infrastructure expansion in regards to AI buildouts.

The only reason I haven't added it to the Bull List yet is I am slightly worried about the tariffs. The company mentions it won't be impacted materially by tariffs, but that is tariffs as of now. Trump has a way of..... changing his mind very quickly.

It is one I am watching right now. Not ready to pull the trigger until we get some clarity, and when that is is anyone's guess. Difficult market to navigate right now.