Mar. 7 at 10:55 PM
Last Sunday we released a deep dive on a speculative small cap with 10x+ potential developing a technology that can help revolutionize how data centers use waste and manage water consumption…
But now, amidst reports of attacks on major desalination plants in the middle east, which are the main source of water for majority of the gulf states… there is another major bull angle rising to the surface on this trade…
We highlight our broad thesis on the rotation of the AI trade from infra inputs (
$NVDA and co. ) and hyperscalers (
$GOOG $META $AMZN $META ) and instead flowing to the next stage, which are the companies who will keep these data centers running and inference constantly available after the GOUs are bought, models are trained and data centers are built.
Those companies will be benefitting from recurring revenues, not just the current capital cycle and capex boom.
That’s where this small cap fits.
Full thesis: https://kryptonresearch.substack.com/p/the-next-ai-trade
