Stockdrifts Research

FLNC Deep Dive Part 2

Blowout guidance and very important information to build conviction for FY26

Nov 25 • 

Stockdrifts Research

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$TE/T1 Deep Dive 3 (There might be a positive suprise tommorrow)

Time sensitive. Q3 Earnings in a few hours

Nov 14 • 

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Transalta ($TAC $4B) has 9GW of energized power trying to make a pivot to AI HPC

Least riskiest and most undervalued in the AI/HPC data centre pivot market. A deep dive

Nov 8 • 

Stockdrifts Research

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October 2025

$TE T1 Energy Deep Dive (Part 2)

Fully diluted capital is 50% higher, but no-one is talking about the powered Giga Arctic factory that can be repurposed into an AI data centre

Oct 29 • 

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Extremely undervalued Nat Gas Turbine play (50M market cap and 150M Annual revenue)

CEO mentioned that they have 4Xed their Gas turbine related business in a year

Oct 24 • 

Stockdrifts Research

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AI data centre architecture is preparing for 1MW+ racks and 1GW+ total power

Many small caps that still haven't moved yet and will be the beneficiaries of this trend

Oct 21 • 

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$FLNC one of the best pure play Batteries bet for ON premise AI Data centre play.

Check my thread from 5 months ago on X.

Oct 18 • 

Stockdrifts Research

8

T1 Energy (±$800M) - The Hidden AI Power Play

Market's slowly connecting the dots on America’s only vertically integrated solar bet

Oct 16 • 

Stockdrifts Research

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September 2025

GITLAB (GTLB) Why the market is wrong about this stock?

(EDIT: It's popped because of a rumour of takeover from DDOG. I sold it all. ) This came to my radar when I saw a very successful prominent investor…

Sep 25 • 

Stockdrifts Research

2

July 2025

CRMD (CorMedix)

The only FDA approved solution for Catheter related infections is 71% better than the existing solution. Monopoly for 10 more years

Jul 28 • 

Stockdrifts Research

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Pure play small cap bet on making GPU data centres more efficient

One of the biggest Risk/Reward. A bet on HBM alternative and powering AI workloads in HPC data centres

Jul 15 • 

Stockdrifts Research

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