Generac – from a Boring Backup Generator Manufacturer to an Indispensable Supplier of the AI Age!

The major trend behind this stock is the exploding electricity demand of AI data centers. I am convinced: It’s not the chips, but the energy supply that will become the real bottleneck of the entire boom. This is precisely where a new "warrant economy" comes into play – tech giants are no longer just securing supply contracts, but are directly participating in their suppliers through warrants. Oracle set the example with Bloom Energy , Amazon did so earlier with Plug Power and ATSG . Those who can supply kilowatt-hours will become strategically...