25% Of My Net Worth - Here's My Single Best Investment Idea

Summary

• I believe the initial AI boom is peaking, with mainstream beneficiaries already priced in. My focus is on the next phase.
• This future AI expansion requires unprecedented infrastructure. Many areas lack the capacity to support it, facing constraints in power, grid capacity, water resources, and available land for data centers.
• My investment thesis targets this resource bottleneck. These companies are uniquely positioned to capitalize on these growing demands, offering both stability and long-term growth potential.