Jun. 18 at 9:02 PM
Massive catalyst in the power space as regulators back fast tracking AI Data Center access to the grid.
The read through to investments is not IPPs that have both ran already and may also be net-losers from here given the tremendous capex that is going to have to come from them (although there are talks that hyperscalers will have to cover costs).
On-site solutions like
$BE $OKLO $SMR $LTBR etc.. are also likely too far away for now.
The real winners are where this capex is headed.
DCs consume intense power and will raise prices and strain the grid beyond its current capabilities.
That’s why we have built a massive position in a company that is about to see an avalanche of money head its way as they rush to ensure the grid is not only capable, but efficient.
Making the grid intelligent at the endpoints is the most valuable upgrade, leveraging existing networks to their maximum abilities.
100%+ upside.
Read here:
https://kryptonresearch.substack.com/p/ai-powers-ahead
$SPY