The AI buildout needs power.
We tell you who profits.
A focused stock portfolio of the power, cooling, grid and networking stocks the AI economy runs on - the exact holdings our analysts own, each with a clear buy, hold or exit call. Profit from the buildout without guessing which chipmaker wins.
Everyone's watching Nvidia.
We watch what Nvidia needs to run.
Every AI model needs data centres. Every data centre needs power, cooling and grid. That layer is being built right now, at historic scale - and the numbers are staggering.
committed to AI data-centre capex through 2030
US data-centre power demand expected by 2030
of new generating capacity the grid must add
Concentrated, disciplined, fully transparent.
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Research you can act on.
"Covers the AI infrastructure angle no one else is writing about seriously."
A. Reyes · Portfolio manager, NYC"The Oxford Stance column is what I wanted from every analyst I have ever paid. A clear view, not a hedge."
K. Nakamura · CFA, Tokyo"We reference this in our own quarterly reviews. Genuinely useful."
H. Bergström · Day trader, Stockholm"The one research product where I have actually made money acting on the calls."
T. Neumann · CFA, Frankfurt"Found me two names I would never have screened for. Both up strongly."
P. Sanders · VC analyst, London"Reads like a hedge-fund memo, priced like a newsletter."
M. Feldt · Private investor, Oslo
“The market is fixated on a handful of chip names. The real, contracted demand sits one layer down - the megawatts, the cooling, the grid - where order books are already full and the crowd hasn’t looked yet.”
Own the picks and shovels of the AI boom.
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Questions investors ask us.
Isn't this just riding AI hype?
The opposite. We deliberately avoid the crowded chip trade and track the physical bottleneck - power, cooling and grid - where demand is contracted years out and backed by order books, not sentiment. When a name runs on hype without the fundamentals, we call an Exit.
Do I need to be an expert to follow it?
No. Each week you get a clear Add / Hold / Exit on every name, the thesis in plain English, and the catalysts to watch. You place the trades in your own broker and copy the portfolio in minutes.
Do you use AI to produce this?
Yes, but only where it adds value. We use AI to synthesise large volumes of filings, contracts and market data and surface patterns faster. Every score, stance and thesis is made and checked by our human analysts - AI assists, it never decides.
Do you touch my money?
Never. This is research, not management. Your assets stay in your own brokerage account, in your name - you decide what to act on and stay in full control.
Can I cancel anytime?
Yes. It's a rolling subscription with no lock-in. Cancel in one click and keep access through the end of the period.