Oct. 12 at 8:45 PM
$AIRJ AirJoule (AIRJ) develops MOF-based systems that harvest pure water from air using waste heat—cutting cooling energy up to 75%. Backed by GE Vernova (JV, DARPA tech) and Carrier Global (HVAC distribution), it has exclusive IP, a Delaware manufacturing hub, and pilots in Texas, the UAE & ASU. As AI/HPC and industrial users face water scarcity, AirJoule enables water-independent, energy-efficient sites. With MOF costs falling post-Nobel and regulatory tailwinds (Net-Zero Hub, TCEQ certs(WIP)), AirJoule’s tech could become standard for sustainable data-center and defense infrastructure—an early-stage, high-conviction climate-tech play with multi-billion potential.
Insane partnerships
Board very well put together
Now nobel backed technology
Hubbard pilot strategically located near a lot of the AI/hpc build out in Texas
Faster time to market for euro dc build out bc fast tracks permitting
Own 10k shares 5 warrants DYOR but this looks insanely asymmetric — just need to execute