This is just outstanding.
The U.S. Space Force called $RKLB asking for a launch.
Rocket Lab delivered in 16 hours and 42 minutes. 🤯
The fastest response time ever for a mission of this kind.
Flawless execution, as usual.
@amitisinvesting Why comical? The market is forward looking … SaaS / Software won’t sustain their margin profile neither their multiples in the age of AI.
Starting to get a bit curious about Belimo $BEANz $BEAN
At first glance it looks like a very high-quality Swiss HVAC compounder, which is not usually where I start when looking for AI infrastructure exposure.
But then you notice that data centers were already 17% of sales in 2025 and represented slightly less than half of the company’s growth.
Belimo is not selling the obvious AI layer. It is selling valves, actuators, sensors and control devices that sit inside the cooling and building automation layer. The boring stuff that becomes more important when data centers move toward liquid cooling, higher density racks and more complex thermal management.
Not saying it is cheap. It does not look cheap. It looks quite the opposite really.
But I do think it may belong on the same broader research map as the other “boring AI infrastructure” names, even if the exposure is less obvious at first glance.
One to study more.