This is a tricky spot in the construction cycle. Rates have started coming down a bit but are still high relative to recent history, and while there’s significant capacity expansion in areas like data centers, manufacturing, and power generation, other categories are arguably still inAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expres ...