Feb. 6 at 5:16 PM
With
$AMZN setting the record for capex guide last night, it feels like everyone knows these megacap companies are going all in on AI.
The whole ROI conversation is irrelevant (for now) if you skip the results oriented companies (hyperscalers) and go directly to the ones receiving this capex.
This is how we positioned at Krypton Research.
One important constraint on the AI buildout will be power, and the market sniffed this out last year, sending generation names like
$VST and
$CEG up 300%+.
There is more to the utility landscape, and right on brand, we look into a company that sits at an important segment of the grid with still 100%+ upside from current prices.
Full thesis: https://kryptonresearch.substack.com/p/ai-powers-ahead
