BeanResearch

Investing Research on AI Infrastructure, Disruptive Themes, & Growth Stocks

[BeanResearch @bean_research]

$NVDA Nvida wrote a $1 billion check to a forgotten company.

Almost nobody understands why.

Here’s what the market is missing:

https://t.co/mdyi9Np4PZ

[BeanResearch @bean_research]

$INBS Intelligent Bio Solutions sits at the intersection of healthcare technology and workplace safety.

As companies look for faster, less invasive testing solutions, management believes fingerprint-based screening can provide a more convenient alternative to traditional methods.

Communicated Disclaimer: https://t.co/rIce5iSOcG

[BeanResearch @bean_research]

$INBS Intelligent Bio Solutions is bringing technology to an industry that has changed very little over the years.

Its fingerprint sweat testing platform is designed to make drug screening faster, cleaner, and easier to administer without traditional sample collection.

Disclaimer: https://t.co/rIce5iSgn8

[BeanResearch @bean_research]

$INBS Intelligent Bio Solutions continues to build a recurring revenue business.

Every new reader deployed creates demand for additional testing cartridges, giving the company an opportunity to grow recurring sales as adoption expands.

Communicated Disclaimer: https://t.co/rIce5iSgn8

[BeanResearch @bean_research]

$INBS Intelligent Bio Solutions is bringing technology to an industry that has changed very little over the years.

Its fingerprint sweat testing platform is designed to make drug screening faster, cleaner, and easier to administer without traditional sample collection.

Disclaimer: https://t.co/rIce5iSgn8

[BeanResearch @bean_research]

$INBS Intelligent Bio Solutions is bringing technology to an industry that has changed very little over the years.

Its fingerprint sweat testing platform is designed to make drug screening faster, cleaner, and easier to administer without traditional sample collection.

Disclaimer: https://t.co/rIce5iSgn8

[Matt Allen @investmattallen]

$MS Morgan Stanley just raised hyperscaler CapEx estimates again.

2027 is now projected at $1.23 trillion and 2028 at $1.40 trillion.

The biggest takeaway is that every major AI infrastructure forecast keeps getting revised higher.

[BeanResearch @bean_research]

$CLSK just landed one of the biggest AI infrastructure deals of the year.

-CleanSpark signed a 20-year triple-net lease expected to generate approximately $6.6 billion in contracted revenue, with the potential to reach $11.6 billion if extension options are exercised

-The agreement covers 175 MW of critical IT capacity for a high-investment-grade global technology company, with deliveries expected to begin in Q4 2027

-The tenant also signed a letter of intent and exclusivity agreement covering CleanSpark’s entire Texas portfolio with up to 885 MW of secured and planned power capacity

-CleanSpark says the transaction validates its strategy of acquiring power and land first, then converting those assets into long-term AI infrastructure

-The structure is expected to generate nearly 100% NOI contribution margins, averaging approximately $330 million of annual NOI over the initial lease term

We continue to think the market is underestimating the value of companies that control large amounts of connected power. This deal is another reminder that power is becoming one of the most valuable assets in AI infrastructure.

[BeanResearch @bean_research]

$INBS Intelligent Bio Solutions has been expanding its commercial footprint globally.

The company now serves more than 450 customer accounts across 24 countries while continuing to grow reader deployments and recurring cartridge sales.

That’s an important metric to watch as the business scales.

Communicated Disclaimer: https://t.co/rIce5iSgn8

[BeanResearch @bean_research]

$INBS Intelligent Bio Solutions is focused on making drug testing faster, easier, and less invasive.

Its fingerprint sweat technology eliminates the need for blood or urine samples while delivering results in minutes.

That’s a simple value proposition for industries where speed and convenience matter.

Communicated Disclaimer: https://t.co/fnttLyo0q2

[BeanResearch @bean_research]

$INBS Intelligent Bio Solutions has been expanding its commercial footprint globally.

The company now serves more than 450 customer accounts across 24 countries while continuing to grow reader deployments and recurring cartridge sales.

That’s an important metric to watch as the business scales.

Communicated Disclaimer: https://t.co/rIce5iSgn8

[BeanResearch @bean_research]

$INBS Intelligent Bio Solutions is focused on making drug testing faster, easier, and less invasive.

Its fingerprint sweat technology eliminates the need for blood or urine samples while delivering results in minutes.

That’s a simple value proposition for industries where speed and convenience matter.

Communicated Disclaimer: https://t.co/fnttLyo0q2

[BeanResearch @bean_research]

$INBS Intelligent Bio Solutions is focused on making drug testing faster, easier, and less invasive.

Its fingerprint sweat technology eliminates the need for blood or urine samples while delivering results in minutes.

That’s a simple value proposition for industries where speed and convenience matter.

Communicated Disclaimer: https://t.co/fnttLyo0q2

[BeanResearch @bean_research]

AI Power Grid infrastructure is becoming one of the biggest bottlenecks in the AI buildout:

Grid Equipment
$ETN Eaton
$NVT nVent Electric
$HUBB Hubbell

Grid Modernization
$PWR Quanta Services
$MTZ MasTec
$EME EMCOR Group

Electrical Components
$ROK Rockwell Automation
$ABB ABB
$SU Schneider Electric

Transformers & Grid Technology
$GEV GE Vernova
$HIT Hitachi
$VRT Vertiv

Grid Monitoring
$ITRI Itron
$POWI Power Integrations

Power Grid ETFs
$GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF
$PAVE Global X U.S. Infrastructure Development ETF

[BeanResearch @bean_research]

AI Power Grid infrastructure is becoming one of the biggest bottlenecks in the AI buildout:

Grid Equipment
$ETN Eaton
$NVT nVent Electric
$HUBB Hubbell

Grid Modernization
$PWR Quanta Services
$MTZ MasTec
$EME EMCOR Group

Electrical Components
$ROK Rockwell Automation
$ABB ABB
$SU Schneider Electric

Transformers & Grid Technology
$GEV GE Vernova
$HIT Hitachi
$VRT Vertiv

Grid Monitoring
$ITRI Itron
$POWI Power Integrations

Power Grid ETFs
$GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure ETF
$PAVE Global X U.S. Infrastructure Development ETF

[BeanResearch @bean_research]

Stay up to date with all things investing in AI infrastructure:

https://t.co/Z5K7aH5gxS

[BeanResearch @bean_research]

AI investment now accounts for more than 25% of U.S. GDP growth.

In other words, more than $1 out of every $4 of new economic growth is now being driven by AI investment.

The AI infrastructure buildout is becoming one of the primary drivers of economic growth itself

[Matt Allen @investmattallen]

$MARA Mara published one of its most important AI infrastructure updates yet:

-U.S. regulators are increasingly prioritizing data centers that either bring their own power generation or can flexibly reduce electricity demand when the grid is under stress

-FERC, the federal agency that regulates the U.S. electric grid, is pushing grid operators to reform large-load interconnection rules to better accommodate on-site power generation and flexible electricity demand

-ERCOT, the electric grid operator that manages most of Texas, is evaluating more than 438 GW of new large-load requests, roughly 5x its historical peak electricity demand, and approved a faster interconnection process for projects that bring their own generation or can curtail load

-SPP, the regional grid operator across much of the central U.S., has already implemented a framework that fast-tracks data centers with co-located generation or the ability to reduce power consumption during grid emergencies

-MARA has already been operating this way for years, curtailing as much as 770 MW across multiple power markets during periods of grid stress

-MARA converts stranded and flared natural gas into on-site power through its NGON partnership, recently doubling capacity to 50 MW

-Long Ridge is expected to become one of MARA’s flagship AI infrastructure campuses, combining a 505 MW power plant with a clear path to more than 1 GW of AI and critical IT capacity as part of the company’s 2.2 GW development pipeline

-Through its partnership with Starwood Digital Ventures, MARA can pursue powered AI infrastructure sites that would otherwise be too capital-intensive or too early in their development cycle, creating a capital-efficient pathway to hyperscaler data center development

-Bitcoin mining allows MARA to monetize powered sites immediately while AI and HPC infrastructure is being developed, helping reduce the financial risk of large infrastructure projects

The biggest takeaway is that regulators across multiple U.S. power markets appear to be moving toward the exact operating model MARA has been building for years.

[BeanResearch @bean_research]

Everyone is focused on $AAPL Apple potentially buying cheaper Chinese memory.

We are focused on the fact that $MU is increasingly selling a completely different product.

HBM and commodity DRAM are no longer the same business, and we think the market still hasn’t priced that in.

[BeanResearch @bean_research]

The AI infrastructure buildout continues to surprise to the upside.

Hyperscaler CapEx is now projected to exceed $1.1 trillion in 2027.

The biggest change by far was $MSFT, with Morgan Stanley raising its 2027 CapEx estimate from $178B to $276B.

[BeanResearch @bean_research]

For years, the market viewed $META AI infrastructure as a cost center.

This view is changing.

$WFC Wells Fargo estimates just 1 GW of monetized AI compute could generate $20B in revenue, while Meta’s AI-focused capacity is projected to reach 13.2 GW by 2028.

The infrastructure is becoming the product:

[BeanResearch @bean_research]

$NVDA Nvida wrote a $1 billion check to a forgotten company.

Almost nobody understands why.

Here’s what the market is missing:

https://t.co/mdyi9Np4PZ

[Matt Allen @investmattallen]

$NVDA Nvidia wrote a $1 billion check to a company most investors stopped paying attention to years ago.

Almost nobody understands why.

The answer may be one of AI’s biggest infrastructure opportunities:

https://t.co/5yUABa5IS1

[BeanResearch @bean_research]

$FMST Foremost Clean Energy is building a portfolio designed around the future of uranium exploration.

With governments looking to strengthen domestic and allied critical mineral supply chains, companies operating in stable mining jurisdictions continue to draw interest.

Foremost’s focus on the Athabasca Basin puts it in the middle of that conversation.

Communicated Disclaimer: https://t.co/A6oXu5dvZI