Key insights
- The post discusses investment opportunities in small-cap companies involved in AI data center infrastructure, such as data center owners, electricity providers, water suppliers, and construction firms. The focus is on companies indirectly benefiting from the AI boom. Increased investment in these areas could lead to short-term gains in the specified stocks as AI infrastructure expands.
I’ve been researching smaller market cap AI data center builders. People who are “selling the shovels” during the “gold rush”. Companies who own the data center’s, electricity, supply the water, or do the construction needed for a lot of these centers. I’ve been looking some companies like (APLD), (SMR), and (BKH) but just curious if you guys have any good picks and why you think that pick is a good one. I’m looking for a more short term investment (1 year) but wouldn’t mind holding something for (3-5 years). if you have a stock and conviction please drop the knowledge below.