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40 Equities That Control AI Infrastructure
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40 Equities That Control AI Infrastructure
From Memory Yields to Grid Transformers, a second part
Jan 8
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Strategist
and
Architect
23
2
6
Every Equity That Matters in the Data Center Value Chain
22 companies. 10 categories. Every bottleneck that turns hyperscaler capex into industrial profits. The most comprehensive analysis ever published for…
Jan 4
•
Strategist
and
Architect
31
8
Andritz AG - Overview and Highlights
Trading at a 40% discount - A Net-Cash Industrial Leader Hiding in Plain Sight: €905m Net Cash Position, 4.3% Dividend Yield, 6% FCF Yield, #1 Global…
Oct 5, 2025
•
Strategist
and
Architect
19
1
Kitwave Group - Overview and Highlights
A 15-Year Compounder Hiding in Plain Sight: 14% Revenue CAGR, 98% Service Reliability, 90% Cash Conversion, 7% FCF Yield, 5% Dividend — Trading at Just…
Sep 10, 2025
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Strategist
and
Architect
19
1
2
Karnov Group - Overview and Highlights
Legal Tech Monopoly at 5.69x Forward TEV/Sales, Monetizing AI at a 30% Premium. Small Cap Stock Analysis
Aug 17, 2025
•
Strategist
and
Architect
11
2
Whitbread PLC - Overview & Highlights
5B Property Margin of Safety, A "Free" Operating Business, With A £250M Share Buyback.
Aug 14, 2025
•
Strategist
and
Architect
12
1
5
Asseco Poland S.A. - Overview & Highlights
25% Expected EBITDA, 30% Hurdle Rate, With A Massive Bet By Constellation Software (CSU).
Jul 23, 2025
•
Strategist
and
Architect
10
Weatherford International Inc - Overview & Highlights
An Overview on an Undervalued Energy Services Player Thriving Cyclical Headwinds with Financial Discipline and a Digital Edge
Jul 11, 2025
•
Strategist
and
Architect
6
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