Fermi America: An Ambitious AI Infrastructure IPO
While the hyperscaler tech companies and semiconductor producers have been the core way to play the growth of Artificial Intelligence, industries that enable AI growth have also been big winners overI retired early after 22 years in the energy industry with roles in engineering, planning, and financial analysis. I have managed my own portfolio since 1998 and have met my goal to match the S+P 500 return over the long term with lower volatility and higher income. I mostly write on positions I already hold or ...