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00:52
Jun 15

The Midwestern Investor · Minnvestor

The bottleneck behind the bottlenecks

NVDA GOOGL 1ST LITE NVT FPS ▾

Author believes Nvidia is central to AI infrastructure and that the ultimate bottleneck is power/grid, not optics or memory; holding Nvidia as part of a diversified AI bet.

"I hold positions in NVDA, GOOGL, LITE, NVT, FPS, ORA, CECO, and HPS.A.TO at the time of publishing."

NVDA LONG long-term

Author highlights Google's massive data center campus in Hermantown, MN, tying to the power grid theme; holding Google as a hyperscaler beneficiary.

"I hold positions in NVDA, GOOGL, LITE, NVT, FPS, ORA, CECO, and HPS.A.TO at the time of publishing."

GOOGL LONG long-term

Author acknowledges optics are a well-known bottleneck but holds Lumentum as part of a portfolio that also bets on power/grid, not as a pure optics play.

"I hold positions in NVDA, GOOGL, LITE, NVT, FPS, ORA, CECO, and HPS.A.TO at the time of publishing."

LITE LONG long-term

Author explicitly favors nVent over larger thermal player Vertiv, citing upside potential from growing demand for electrical connections, protection, and thermal equipment in data centers.

"I hold positions in NVDA, GOOGL, LITE, NVT, FPS, ORA, CECO, and HPS.A.TO at the time of publishing. … I like nVent's upside potential more."

NVT LONG long-term

Forgent Power Solutions is a Minnesota-based grid equipment company; author holds it as part of the power/grid bottleneck theme that he believes has less forward growth priced in.

"I hold positions in NVDA, GOOGL, LITE, NVT, FPS, ORA, CECO, and HPS.A.TO at the time of publishing."

FPS LONG long-term

Ormat is a geothermal energy company that signed a major deal with Google; author includes it as part of the 'always on' power generation theme tied to AI data center demand.

"I hold positions in NVDA, GOOGL, LITE, NVT, FPS, ORA, CECO, and HPS.A.TO at the time of publishing."

ORA LONG long-term

CECO Environmental focuses on upstream ventilation and exhaust equipment for thermal management; author sees demand from data center heat dissipation needs.

"I hold positions in NVDA, GOOGL, LITE, NVT, FPS, ORA, CECO, and HPS.A.TO at the time of publishing."

CECO LONG long-term

Article notes that Meta measured a Broadcom CPO version using roughly a third of the power of a pluggable. This validates Broadcom's optical/CPO roadmap and positions it as a key supplier for energy-efficient networking. Risk: CPO adoption timeline uncertain; Broadcom's CPO may face competition from Nvidia's Q3450.

AVGO WATCH

Article states Micron's HBM is sold out for 2026 and that the company is expanding capacity with a $100B Megafab. This confirms MU as a key memory bottleneck beneficiary in the short-to-medium term. Risk: Memory cycles are historically volatile; once supply catches up, pricing could collapse.

MU WATCH

Hammond Power Solutions is a Canadian power distribution company; author includes it as a play on the power grid transformation theme.

"I hold positions in NVDA, GOOGL, LITE, NVT, FPS, ORA, CECO, and HPS.A.TO at the time of publishing."

HPS.A.TO LONG long-term

Author names Vertiv as the biggest name in thermal equipment and describes growing demand for cooling from data centers. While he prefers nVent, Vertiv is a direct beneficiary of the same power/heat bottleneck thesis. Risk: Vertiv already has significant growth priced in; competition or margin compression could limit upside.

VRT WATCH

Author lists GE Vernova under 'Power delivery like GE Vernova in large transformers.' With transformer lead times at 4–5 years and demand surging, GEV is a direct beneficiary of grid infrastructure spending. Risk: Execution risk on large-scale transformer production; competition from Siemens Energy and others.

GEV WATCH

HIGH

18:56
Jun 03

The Midwestern Investor · Minnvestor

"Cooling as a Service"

KTJS ICENTS ▾

The article is a detailed bullish thesis on KJTS Group, highlighting derisking via institutional partnerships, scalable recurring revenue, and exposure to high-growth data center and medical infrastructure in SE Asia. No trade disclosure, but the argument implies upside potential. Risk: Dependence on Lestari's capital deployment; BOOT agreements tie cash flows to project execution and counterparty health.

KTJS WATCH

Author explicitly compares KJTS to iCents, stating both 'benefit from the massive growth in tech infrastructure across Southeast Asia.' This frames iCents as an implied beneficiary of the same secular trend, though no position is disclosed. Risk: Small-cap liquidity and Malaysia-specific regulatory/political risks.

ICENTS WATCH

19:16
May 17

The Midwestern Investor · Minnvestor

What the US-China summit tells us about ACM Research

ACMR ▾

The author is a shareholder in ACMR, betting that the large valuation discount to its Shanghai subsidiary will narrow, potentially catalyzed by improved US-China relations or corporate actions like a Hong Kong listing.

"It’s worth paying attention to as a shareholder in the upcoming weeks and months."

ACMR LONG medium-term

MED

20:26
Apr 28

The Midwestern Investor

I lived in South Korea. Here are the stocks I'm looking at.

15:17
Apr 07

The Midwestern Investor · Minnvestor

How to value Pulsar's rare helium discovery

PLSR.V HEX.L ▾

The article highlights Pulsar's high-purity helium (14.5%), large land position (65,000 acres), and the rare helium-3 discovery. These factors suggest substantial upside potential if the Topaz deposit proves commercially viable and regulatory hurdles are cleared. However, the stock has already quadrupled, and the long timeline introduces execution risk. Risk: Minnesota legislation may be delayed or modified; flow rates and total recoverable volume remain unconfirmed beyond early estimates; tribal opposition could slow permitting.

PLSR.V WATCH

Helix is a direct peer to Pulsar in the US primary helium space, currently in early production in Montana with 0.64 Bcf of claimed reserves. The article notes it as one of two primary helium explorers gaining investor attention, implying it benefits from the same supply-constrained macro backdrop without the Minnesota regulatory risk. Risk: Helix's helium purity is much lower (~1%), requiring more processing; its land position (8,000 acres) is smaller; the stock has already risen 63% in six months.

HEX.L WATCH

16:42
Mar 13

The Midwestern Investor · Minnvestor

Revenge of the Anons

TSM HIMX ▾

Author states Himax is designing its chips to meet TSMC's desired trade-offs for the COUPE program, implying TSMC benefits from successful CPO roadmap validation and potential production ramp alongside Himax's Gen 2. Risk: Himax's roadmap is still early; if validation fails or TSMC shifts to alternative partners, TSMC's exposure is minimal given its scale.

TSM WATCH

Author defends Himax against technical critiques by highlighting its multi-year CPO roadmap, Gen 2 production readiness by 2027, low valuation providing a favorable entry point for AI optical interconnect exposure, and limited downside from a solid core business.

"Disclaimer: The Midwestern Investor owns Himax shares and long-dated call options."

HIMX LONG long-term

HIGH

14:23
Mar 05

The Midwestern Investor · Minnvestor

Sabre, Sabre, I can save her

SABR ▾

Author is bullish on Sabre's AI pivot, describing it as 'a story as strong as anyone in their position could hope for' and stating an intention to buy shares/LEAPS soon. The new platform leverages Sabre's data moat and could expand TAM to include competitors' customers. Risk: Execution risk is highlighted; actual revenue growth from Mosaic is unproven. The legacy GDS business is still eroding, and competitive response from Amadeus/Travelport is not addressed.

SABR WATCH

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