A data infrastructure 10x opportunity

The next short squeeze?

I normally post my articles on Friday.

But this is an unusual investment opportunity, and time-sensitive.

New information is expected to be revealed in the coming weeks.

Management is scrambling to get things done by the end of March.

Powerful forces are pushing this company forward:

• Massive tailwinds in the data center infrastructure play

• Institutional backing by proven players in the industry

• Unique assets that few other companies hold

And powerful forces are setting this up for a potential short squeeze.

If all goes well in the coming weeks, the price will quickly double or triple, with a 10x increase from current levels in the longer run.

You have to understand.

AI has already created a killer app: The coding assistant.

More and more software will be written.

More and more API tokens will be consumed.

And tokens are expensive.

More data centers are needed.

But data centers consume power.

More power is needed.

But building this infrastructure takes time.

So the hyperscalers are looking for one thing: Speed to power

But the government does not want electricity prices to rise

This all favors behind-the-meter solutions. Microgrids.

And the company we’re looking into has it all.

• Cheap gas

• Asset light

• A microgrid solution

Let’s dive in