This past week in NYC with @cvpayne talking how this market from Hell is also a buyers market and an opportunity to pick up solid AI infrastructure stocks on sale. $MU $VRT $XBOT $HUT Some of the strongest picks-and-shovels plays in the AI infrastructure trade got caught in the $CRWV crossfire and are still trading well below their all-time highs. The fundamentals and the price action aren’t telling the same story 👇 $MU -24% of DRAM market 18% of HBM -If GPUs are the brains, memory is the desk the brain does its work on -Unveiled their vertical HBM which stacks memory directly on top of the processor, which Means processors can access data faster while using less energy $VRT -AI compute cannot scale without power delivery and cooling infrastructure -Vertiv provides critical power management and liquid cooling $XBOT -As AI moves from behind the screen to the physical world the interface is key for use cases like education and healthcare -Our brains were not wired to connect with screens -Xbot has cornered the human interface layer with our portfolio of patents and signed deals for pilots in healthcare, education and with Ericsson $HUT -Diversified geographic pipeline of power -Multi gigawatts being developed and on time -Favourable project financing terms with no patent recourse -Extremely strong ground game with local stakeholders in Louisiana. I was at their ground breaking ceremony 2 weeks ago -Having a strong ground game, building constructive relationships with local stakeholders. -Being pro community is paramount for getting these infrastructure deals through as right now 71% of communities are saying no to data centres. -The only other establishment that gets more opposition is strip clubs at 76% ⚰️