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AI & Data Centers
Nvidia: The backbone of the AI world is unstoppable
Nvidia is the main AI enabler and beneficiary, making it the most important company in the world, and it is not done growing
Jun 17
•
Ozeco
15
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Nvidia: The backbone of the AI world is unstoppable
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Iberdrola: Best integrated utility in the world with a stellar track record and solid growth driven by networks and renewables
The best run utility in the world riding the inflection of electricity demand for the first time in decades driving a historical investment cycle into…
Jun 12
•
Ozeco
15
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Iberdrola: Best integrated utility in the world with a stellar track record and solid growth driven by networks and renewables
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Hubbell: Pure play on US electrification demand driven by AI and grid investment cycle
Welcome to the 16th investment case, 14th resilience, 8th reshoring/sovereignty and 7th AI & data center idea on Crack the Market (and the most…
Jun 6
•
Ozeco
11
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Hubbell: Pure play on US electrification demand driven by AI and grid investment cycle
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Infineon: Power semiconductor leader with strong structural drivers (AI power and China auto) amidst a cyclical recovery
Well diversified power semiconductor leader, coming out of a long downcycle riding many technological shifts + Western company benefiting the most from…
Jun 3
•
Ozeco
8
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Infineon: Power semiconductor leader with strong structural drivers (AI power and China auto) amidst a cyclical recovery
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Quanta Services: Countercyclical compounder riding a multi decade infrastructure buildout
Leading utility infrastructure services provider in the midst of an electrical grid modernization and an electrification boom
May 27
•
Ozeco
7
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Quanta Services: Countercyclical compounder riding a multi decade infrastructure buildout
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Halma: High quality compounder in safety, health and environmental technologies
A sustainable compounding champion, offering a resilient and diversified growth profile coupled with high margins, ROIC and exceptional execution
May 22
•
Ozeco
8
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Halma: High quality compounder in safety, health and environmental technologies
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Data centers: opportunities in the AI infra buildout
From semiconductors, industrials, utilities, real estate
Apr 30
•
Ozeco
and
Felix
31
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Data centers: opportunities in the AI infra buildout
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Itron: Riding the grid investment super cycle and enabling smart grids
Counter cyclical compounder with strong visibility and improving mix pointing to rerating
Apr 23
•
Ozeco
5
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Itron: Riding the grid investment super cycle and enabling smart grids
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Flex: The electronics manufacturing giant building Nvidia’s servers and enabling reshoring is becoming a better business
The company solving the supply chains challenges of the world's most important brands is becoming a better business (mix shift), but also a secret AI…
Apr 18
•
Ozeco
6
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Flex: The electronics manufacturing giant building Nvidia’s servers and enabling reshoring is becoming a better business
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ASML: The most innovative company in the world will 2.5x its EPS by 2030
The benevolent monopoly
Mar 24
•
Ozeco
10
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ASML: The most innovative company in the world will 2.5x its EPS by 2030
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