Jun. 11 at 5:04 PM
CRITIQUE MY WILD THESIS
Almost All AI Downstream Growth sectors have AI (partially) priced in... Except for one.... WATER. And its about to go mainstream.
The Colorado River Op guidelines expire at the end of 2026 and the basin states are negotiating the post-2026 framework now, with NV potentially facing 100,000 acre-foot cuts in 2027–2028. That deadline forces decisions: A. the states reach a new agreement. B. the federal Gov imposes one. When this decision is made, water shortages will be a mainstream headline, leading to more Data Center opposition, and a Gov desperately looking for solutions. Either outcome makes water desal more institutionalized, not less.
$CWCO is the cleanest public way to own the whole-plant economics of desalination. Debt-free, profitable, dividend-paying builder-owner-operator of RO plants expanding from the Caribbean into the US.
You may be sitting on a dead stock for a few months. But when the narrative shifts... The next wave of AI money is flooding in
