A credible case for a 15x return

The pieces are in place for what I believe could be one of the most compelling opportunities in today’s market

Longtime readers will know I rarely cover companies that promise outsized gains in the near term. Instead, my usual focus is on businesses that can steadily compound value over long periods of time.

That said, I recently came across a company that I believe represents a particularly compelling opportunity in a sector that is becoming critical to the AI buildout.

Without further ado, let’s dive in.