Feb. 5 at 10:33 PM
In addition to this, the power needs of all this AI buildout cannot be forgotten.
Good thing we built up exposure in our portfolio to this theme, despite already major runs in generation names (Think
$CEG $VST $TLN etc..), by initiating a grid modernization investment with possible 100% upside,
Full thesis on that name: https://kryptonresearch.substack.com/p/ai-powers-ahead