Sitemap - 2025 - Stockdrifts Research
$TE/T1 Deep Dive 3 (There might be a positive suprise tommorrow)
Transalta ($TAC $4B) has 9GW of energized power trying to make a pivot to AI HPC
$TE T1 Energy Deep Dive (Part 2)
Extremely undervalued Nat Gas Turbine play (50M market cap and 150M Annual revenue)
AI data centre architecture is preparing for 1MW+ racks and 1GW+ total power
$FLNC one of the best pure play Batteries bet for ON premise AI Data centre play.
T1 Energy (±$800M) - The Hidden AI Power Play
GITLAB (GTLB) Why the market is wrong about this stock?
Pure play small cap bet on making GPU data centres more efficient