If I had to choose one, I’d go with
D: Eaton and Vertiv. I think the AI power bottleneck is becoming a structural theme, but I prefer the “picks and shovels” approach because data centers need power distribution, backup systems and cooling regardless of which generation technology ultimately wins.
That said, $Bloom Energy Corp(BE)$ is definitely interesting. The combination of record revenue, improving margins and onsite power generation gives BE a compelling growth story, especially when grid connections can take years. However, its valuation and execution risk make me less comfortable chasing the stock after a strong run.
I also like nuclear and gas power producers for the longer term, but I think the infrastructure surrounding electricity could benefit across multiple power sources. For me, the key question is no longer just how many GPUs we can build, but how quickly we can power and cool them.
@TigerStars @Tiger_comments @TigerClub
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