DannyMarque

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

Did you buy stocks today or was the fear too much for you this week as companies crashed back into support

You will look back on this week and say wow i can’t believe i didn’t buy more AI infrastructure / data center developer stocks

If I were looking to invest in the data center and power development space today, I would not be screening for the companies with the largest MW pipelines. I’d look for the platforms that appear cheapest relative to the quality and probability of commercialization
That means looking for developers with several layers of de-risking already in place
- credible management with experience delivering large infrastructure projects
- proven operating and development partners
- control of power in energy-rich regions
- realistic interconnection and permitting timelines
- access to fiber
- a financing

If I were looking to invest in the data center and power development space today, I would not be screening for the companies with the largest MW pipelines. I’d look for the platforms that appear cheapest relative to the quality and probability of commercialization
That means looking for developers with several layers of de-risking already in place
- credible management with experience delivering large infrastructure projects
- proven operating and development partners
- control of power in energy-rich regions
- realistic interconnection and permitting timelines
- access to fiber
- a financing

Many companies entering the AI infrastructure business assume that controlling land, power and having a good team means they have a data center business. Not quite. They have a development opportunity.
A functioning commercial data center requires:
- Land and power (the physical capacity)
- Design and construction (a usable facility
- Operations (reliability and service)
- Lease and credit (revenue and financeability)
The fourth is the most important input as it's what converts the first three into an investable asset.
A technically complete building can still be unfinanceable if the lease g

Anyone thinking US is going to hike rates when the country is in the middle of its largest infrastructure rebuild in history to be the world's leading country in AI has 0 idea what they're talking about
As long as bond yields remain slightly elevated and strait of hormuz issue isn't resolved, higher for longer should be your expectation.