I added a new position to my portfolio yesterday.
I believe it could become one of the biggest beneficiaries of the AI energy buildout.
The company wasn’t public a year ago.
Today it’s worth nearly $18 billion.
Bookings grew 308% year over year.
Backlog grew 157%.
Its biggest customers are building the next generation of AI infrastructure.
Most investors still haven’t heard of it.
Below, I explain why I bought it, the biggest risks, and the price that made me interested.
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