Our Third Largest Position Just Jumped 26%
The AI infrastructure play hiding in a $50M micro-cap
To read our full disclaimer, click here.
I've never understood the obsession with picking winners in crowded markets.
I’d rather sell pickaxes.
The AI infrastructure buildout is the defining capital expenditure cycle of the next decade. Hyperscalers are spending hundreds of billions on data centres. Every facility requires redundant power systems. Every backup generator needs monitoring.
When a data centre goes offline, it doesn’t just cost money. It costs reputation. Contracts. Customers.
The generators? Commodity hardware.
The monitoring systems that ensure they work when the grid fails? That’s where the value accrues.
I added this to my portfolio on November 3rd as my third largest position.
This morning it jumped 26% after announcing a partnership that dramatically expands its addressable market.
But I still see 200%+ upside to my 2029 bull case target price.
The company is…