May. 10 at 5:31 PM
Maintaining inference will be the next obvious massive trend that will produce a 10-bagger or higher like
$AXTI $IREN etc…
Right now it’s all about power generation in that theme, names like
$VST $TLN $LEU that can provide the power for the data centers, or materials that run them.
But the next angle is water, and more importantly the waste produced by these facilities.
Money will be allocated to technology that can reduce costs as well as be as efficient as possible in maintaining these facilities and keep them in working order and online as much as possible as trillions of dollars of the economy rely on them.
We have found a gem in this space, with revolutionary tech that can be ubiquitous in all data centers in the next five years,
With existing partnerships with major utilities and HVAC cos, this
$250M company could see returns over 25x, something we’ve seen over and over in the current broad AI cycle.
Full thesis here: https://kryptonresearch.substack.com/p/the-next-ai-trade
