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 •

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 •

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 •

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 •

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 •

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 •

Data centers: opportunities in the AI infra buildout

From semiconductors, industrials, utilities, real estate

Apr 30 •

and

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 •

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 •

ASML: The most innovative company in the world will 2.5x its EPS by 2030

The benevolent monopoly

Mar 24 •

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