Mar. 11 at 3:35 AM
Maintaining inference will be the next obvious massive trend that will produce a 10-bagger or higher like
$AAOI $PSIX etc…
Right now it’s all about power generation in that theme, names like
$BE that can provide the power for the data centers.
But the next angle is water, and more importantly the waste produced by these facilities.
Money will be allocated to technology that can both reduce costs as well as be as efficient as possible in maintaining these facilities and keep them in working order and online as much as possible as trillions of dollars of the economy will rely on them.
We have found what we think is a gem in this space, with a revolutionary technology that could be ubiquitous with all data centers in the next five years,
With existing partnerships with major utilities and HVAC cos, this
$250M company could see returns over 25x, something we’ve seen over and over in the current broad AI cycle.
Full thesis here: https://kryptonresearch.substack.com/p/the-next-ai-trade
