Jan. 27 at 11:41 PM
Arctic outbreak across the country and winter storm over the weekend is once again bringing up discourse about our again grid infrastructure…
AI has shown us an explosion in demand for electricity, and rightfully, we’ve seen names like
$TLN $GEV etc… get bid up for their power generation future.
There’s still opportunity in this power theme, highlighted by today’s grid issues.
If we want more power to “power” the AI race, we’re going to have to upgrade the grid it runs on.
We highlight an outsized opportunity in this space with a top Krypton Research pick with, in our view, potentially 100% upside.
Full thesis here: https://kryptonresearch.substack.com/p/ai-powers-ahead
