Jan. 8 at 8:23 PM
Recent weeks have been highlighted by "bottleneck" trades in the AI buildout, with AXTI and the memory wave with Micron, Sandisk, etc...
There will be more. Not just in AI suppliers directly.
We discussed issues in the power sector in our latest piece, another prominent theme in the AI buildout.
The market bid up power generators (
$CEG,
$OKLO,
$SMR,
$BE, etc...), but the electricity ecosystem is much deeper than that, and we have found a player that stands to benefit massively from an unprecedented increase in investment into critical areas of the grid.
Read today: https://kryptonresearch.substack.com/p/ai-powers-ahead