Investing Research on AI Infrastructure, Disruptive Themes, & Growth Stocks | CEO @investmattallen
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Joined January 2020
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$NVDA Nvida wrote a $1 billion check to a forgotten company.
Almost nobody understands why.
Here’s what the market is missing:
investmattallen.substack.com…
🤖 Made with AI
BeanResearch retweeted
The International Energy Agency says AI is fueling a nuclear energy boom, with 45 GW of small modular reactors announced for data centers.
Here Are 7 Stocks That Will Benefit:
$OKLO Oklo
Oklo is designing small modular reactors that can run on recycled nuclear fuel, turning waste from other reactors into new power.
Its reactors are built for the data center demand the IEA is tracking, and the company already has a power agreement with a US Air Force base.
JUST IN: $CIFR’s Barber Lake deal now represents $9.1B in contracted revenue over 20 years. The company also reported its first AI data center lease revenue.
Another thing I like about $FBDT is the founder ownership.
CEO Jeffrey Low and President/COO Jordan Low together own roughly 36% of the company.
For a small defense manufacturer expanding into drones, having management materially tied to the equity is something I pay attention to.
Communicated Disclaimer: thetitanmedia.com/disclaimer
$FBDT First Breach is combining an established ammunition manufacturing business with a new push into defense drones:
-The company manufactures ammunition and components from raw material through finished cartridge at its Maryland facility
-Its vertically integrated setup includes lead smelting, casing production, projectile manufacturing, and in-house tooling
-First Breach has expanded into unmanned systems through a joint venture with ideaForge and a separate Department of Defense drone development agreement
-Its customer base spans commercial shooters, tactical users, OEM manufacturers, law enforcement, government, and military buyers
$FBDT is trying to turn its existing precision manufacturing infrastructure into a broader defense technology platform.
Communicated Disclaimer: thetitanmedia.com/disclaimer
$SOFI CEO Anthony Noto reportedly sees a path to 100M products by 2030, a 4x increase from current levels. He also highlighted strong operating leverage, with nearly half of each incremental revenue dollar flowing to EBITDA in Q3.
JUST IN: CrowdStrike $CRWD announces plans to acquire Fiddler AI and Dreadnode in deals totaling $495M
The International Energy Agency says AI is fueling a nuclear energy boom, with 45 GW of small modular reactors announced for data centers.
Here Are 7 Stocks That Will Benefit:
$OKLO Oklo
Oklo is designing small modular reactors that can run on recycled nuclear fuel, turning waste from other reactors into new power.
Its reactors are built for the data center demand the IEA is tracking, and the company already has a power agreement with a US Air Force base.
Want to become a better investor?
My FREE newsletter talks about growth stocks and disruptive investment themes
beanresearch.substack.com/su…
$CCJ Cameco
Cameco mines and processes uranium, and it owns 49% of Westinghouse, which builds reactors around the world.
Every reactor on this list needs fuel for decades, and Cameco sells that fuel while also owning a stake in the company building the reactors.
$UUUU Energy Fuels
Energy Fuels runs the only fully licensed conventional uranium mill in the US, which processes raw ore into usable nuclear fuel.
Every new American reactor needs fuel processed somewhere, and Energy Fuels is one of the few places that can do it.
BeanResearch retweeted
J.P. Morgan projects $5.5 trillion will be spent on AI infrastructure by 2030.
Here Are 7 Stocks That Will Benefit:
1. $VST Vistra
Vistra owns power plants across the country, including nuclear, natural gas, and battery storage, and it's one of the largest competitive power generators in the US.
It has a 20-year deal to supply Amazon's AWS with 1,200 megawatts of nuclear power from its Comanche Peak plant.
Comanche Peak already exists. That's the entire thesis. Everyone else is selling power they haven't built yet, Vistra is selling power it's had for 30 years.
BeanResearch retweeted
Goldman Sachs predicts U.S. data center power demand will more than DOUBLE by 2027.
Here Are 5 Stocks That Will Benefit:
1. $MARA MARA Holdings
MARA started as a Bitcoin miner and is turning itself into an AI and energy infrastructure company.
It's buying a 505 MW gas power plant in Ohio for $1.5 billion, with over 1 GW of potential capacity on the site.
Most of the AI trade is fighting over chips. MARA is buying the one input nobody can print more of, power.
JUST IN: $PLTR CRUSHES EARNINGS! Revenue surged 96% to $2.31B, beating the $2.18B expected, while adjusted EPS hit $0.44 versus $0.41 expected. Palantir also raised its full-year outlook.
J.P. Morgan projects $5.5 trillion will be spent on AI infrastructure by 2030.
Here Are 7 Stocks That Will Benefit:
1. $VST Vistra
Vistra owns power plants across the country, including nuclear, natural gas, and battery storage, and it's one of the largest competitive power generators in the US.
It has a 20-year deal to supply Amazon's AWS with 1,200 megawatts of nuclear power from its Comanche Peak plant.
Comanche Peak already exists. That's the entire thesis. Everyone else is selling power they haven't built yet, Vistra is selling power it's had for 30 years.
$GEV GE Vernova
GE Vernova builds the gas turbines that power data centers while they wait for grid connections, and its turbine backlog runs for years.
With $5.5 trillion in spending on the way, the biggest bottleneck is power, and GE Vernova sells the machines that solve it.
Want to become a better investor?
My FREE newsletter talks about growth stocks and disruptive investment themes
beanresearch.substack.com/su…