Apr. 27 at 6:19 PM
The White House recently invoked the Defense Production Act for Grid Infrastructure as it becomes clear the electricity will be paramount as the burgeoning AI industry inflates demand.
But you probably think to yourself...
Generation names like
$GEV $CEG have ran so much, and speculative alternative energy ideas like
$BE and
$OKLO are up even more.
Then if you go deeper, maybe there's a play in transmission, lines, etc...? Then you see
$PWR, Powell, etc... up huge as well.
Steel/Copper providers maybe? But those are massive, very slow movers that are pricing in this wave already.
That's what makes Krypton Research different.
We saw this coming months ago, and we digged as deep as possible to find the right edge.
We covered a potential 100%+ trade in the power/electricity theme, and we stand by this thesis even more.
The market is completely missing it because there is no deep research being done into the company and what is going on internally transforming this business.
https://kryptonresearch.substack.com/p/ai-powers-ahead
