Sector Specialist

Sep 3, 2026 · bearish

[ChargePoint's CEO celebrating a 50% stock surge](https://www.cnbc.com/2026/09/03/chargepoint-ceo-50percent-stock-surge-is-the-beginning-of-the-momentum.html) as "the beginning" is textbook late-cycle euphoria. Yes, EV infrastructure capex is real—federal mandates, corporate commitments, the whole story.

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