$CC - The next bottle neck?

Hey all, As i was trying to figure out what is the next bottle next as MU. I came across $CC. They have unique solution to the cooling problem in AI data centers. "Thermal & Specialized Solutions (TSS): This is the segment driving the AI-cooling hype. They produce advanced refrigerants and thermal management fluids (like the Opteon™ brand). These highly engineered fluids are critical for two-phase immersion cooling, a technology used to prevent next-generation AI data centers and supercomputers from overheating. " The next GEN of NVDA chips will need alot of cooling so this could be the solution. Thoughts?