@DarinOliver I see. So you have a different approach for each industry - that's good.
Regarding edgar filings - you giving the full filing text or you use some kind of API?
AI Data center plays for next week: $IREN, $NBIS, $CRWV
$IREN - The Disciplined Infrastructure Landlord:
Leads in the ownership of real estate and direct control over power, which translates to a more predictable cost structure and a stronger balance sheet from an asset perspective. Their demonstrated profitability underscores their financial prudence. (Bitcoin miner turned AI data center)
$CRWV - The Agile, Asset-Light Behemoth:
Leases the majority of its data center facilities, leading to higher operating leverage. While their revenue is impressive, their significant net losses and high debt load reflect the substantial cost of their rapid expansion. (Bitcoin miner turned AI data center)
$NBIS - The Full-Stack AI Ecosystem Challenger: Appears to be pursuing a hybrid approach, co-locating in some instances while also planning greenfield data center construction. Their substantial cash position gives them the flexibility to invest heavily in infrastructure, though they are also taking on debt to fuel their growth.
GET READY! All are great investments you can take your pick based your risk appetite. They likely trend the same for a while until they start taking each other's market shares. But that won't be for a while since there are still plenty more market for the taking