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Dear Trader, |
The last time Wall Street was slow to understand AI’s power problem, one boring stock surged 1,700% in under two years. |
Its name was Vertiv. |
A $10,000 stake became $180,000. |
Another, Modine, climbed 1,900%. |
Neither made AI chips. They supplied the critical infrastructure AI couldn't run without. |
Now a new wave—one many believe is more than three times larger—could be taking shape around another little-known company. |
The playbook is repeating. |
The name isn’t on TV. |
See the stock before Wall Street catches up. |
“The Buck Stops Here,”
Kelly Maguire
Behind the Markets |
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