One of the easiest ways to identify and underwrite quality public AI infrastructure stocks is to look at:

1) Management team's track record
2) Have they operated in this space longer than the duration of how long market has spent understanding this emerging asset class
3) Do they have a history of checking ego at the door, knowing they're not the smartest in the room, and assembling world-class teams
4) Have they executed large-scale commercial deals with strategic financing partners