Mar. 19 at 9:35 PM
Recent months have been highlighted by “bottleneck” trades in the AI buildout, with
$AXTI and the memory wave with
$MU,
$SNDK, etc...
There will be more. Not just in AI.
We discussed issues in the power sector in our latest piece, another prominent theme in the AI buildout.
The market bid up generators (
$BE $GEV etc…), but the electricity ecosystem is much deeper than that, and we have found a player that stands to benefit massively from increased investment into critical areas of the grid.
Read today: https://kryptonresearch.substack.com/p/ai-powers-ahead