BUY Conviction3/5 Analysis quality75/100 now
The YouTuber is buying Altus Power due to its strong growth potential in the solar power services market, boosted by AI data center demand. The company expects to grow megawatt capacity by 20-30% annually and has significant room to expand its market share. Despite some cash flow shakiness, it has enough liquidity to support its growth.
“First up here just under $5 a share and $784 million market cap Altus power ticker AMS providing over a gig of solar power Services across 25 States and a market that's seeing a boost from the AI data center boom.”