After AI semiconductors is Energy generation and storage, Microvast (MVST) is your last ticket. Earnings are today.
Everything downstream from AI has exploded in value, from AI providors (e.g Anthropic), to GPU designers (e.g NVDIA) and now to semiconductors/foundaries (e.g DRAM, SNDK, INTC). People here keep complaining about finding out what's next when it is very obviously energy infrastructure. I know many here are invested in SMR technology but truefully a lot of that technology is teetering on being snake oil. Id invest in mature technology which is LNG generators and BESS energy storage, technology that is actually real and has billions in backordered production.
So far I am invested in:
Small Cap:
MVST (Vertical Integrated BESS Manufacturer)
FLNC (BESS Integrator)
Large Cap:
GEV
CAT
SMEGF
MHVYF
(those are all LNG generator manufacturers)
Anyways all of these have ran in 2025-2026 for me, except for Microvast (MVST), which has earnings today. The rumors are they will reveal their next generation BESS solution this year. I exepect this to 10x-100x withing the next 1- 2 years.