xijian Investment Thesis MasTec, Inc. (NYSE:MTZ) has good growth prospects ahead, driven by secular and regulatory tailwinds across its end markets. In the communications segment, revenue growth should benefit from the ongoing expansion of 5G infrastructure and federal funding under the BEAD and RDOF programs. Further, megatrends like sustainability and clean energy transition, supported by federal incentives like the Inflation Reduction Act, should drive revenue growth in the clean energy and infrastructur ...