u/bindytrades

SUMMARY:

CRML = one of the only Western companies actually building physical mining infrastructure inside Greenland right now

They’re not just “exploring” — they’re already:
• building an Arctic-grade pilot facility in Qaqortoq
• setting up on-site housing + logistics base
• moving toward production infrastructure at Tanbreez rare earth project

That matters because Greenland isn’t like Nevada or Chile — it’s:
• extreme logistics (shipping windows, ice, labor constraints)
• heavily regulated permits
• very limited contractors who can actually operate there

DEEP DIVE:

People keep talking about Greenland like it’s some geopolitical “Trump vs Denmark vs China” story.

Forgetting politics, making money here feels simple?

CRML isn’t just a rare earth play — it’s one of the only companies actively building on-the-ground industrial infrastructure in Greenland right now.

They’re already constructing Arctic-grade facilities + logistics base for the Tanbreez project and locking in local operational footprint. That matters way more than people realize in a place where everything is expensive, slow, and permit-heavy.

If Greenland mining ever scales, the winners probably won’t be the first to discover resources…
they’ll be the first to solve logistics, housing, and construction bottlenecks in the Arctic.

⚠️** Quick reality check **l
The “Trump capturing Greenland / project bidding advantage” angle is pure speculation and not investable as a base case

The real confirmed catalyst is just: CRML building Tanbreez infrastructure + rare earth development progress

Greenland projects still face major permitting + environmental + funding risks

What “winning a contract” even mean for CRML:

In Greenland, CRML wouldn’t just “bid and win” like a normal contractor.
They’d be competing for:
• infrastructure scope inside their own project (Tanbreez + 60° North services)
• government-backed development partnerships
• possibly downstream logistics / processing agreements

From recent developments:
• Greenland government approved CRML’s expansion/acquisition activities
• They now control a majority stake in Tanbreez (~92.5%)
• They got approval to acquire 60° North (local construction/logistics capability)
• They’re already building in-country infrastructure instead of relying on outside contractors

What actually matters is:
permitting control
asset ownership
logistics capability
financing (EXIM-type support helps a lot)
ability to execute in Arctic conditions

Which if it comes to a bid i believe they will be able to substantially undercut competitors and win projects with ease.

POET — photonics/optical interconnect play tied to AI networking demand. Tiny compared to the big names, which is why people see asymmetric upside.

CLS — quietly benefiting from AI server and hyperscaler infrastructure growth while still trading at a relatively reasonable valuation.

VRT — AI data centers need massive cooling and power infrastructure, and Vertiv is directly in the middle of that trend.

1. POET Technologies ($POET)
Everyone talks NVDA and AMD but barely anyone is watching POET. Their photonic tech could become a major piece of next-gen AI networking as data centers fight bandwidth and power bottlenecks. Tiny market cap, huge speculation potential, and the chart is finally waking up. High risk, but this is the kind of name Reddit suddenly discovers after a 200% move.

2. Celestica ($CLS)
CLS might be one of the most underappreciated AI infrastructure plays right now. Low P/E, insane revenue growth, and directly tied to hyperscaler/server demand. While everyone chases flashy AI tickers, CLS is quietly printing cash supplying the backbone of the boom. Feels like Wall Street still hasn’t repriced this thing.

3. Vertiv ($VRT)
AI doesn’t run without power and cooling. VRT is basically selling picks and shovels to the AI gold rush. Data centers are scaling aggressively and power density is exploding. Feels like people still underestimate how critical thermal management and infrastructure are becoming for AI expansion.

Celestica ($CLS) has quietly become one of the stronger-performing infrastructure and networking names tied to the data center buildout, yet it still gets far less attention than many higher-valued AI stocks.

A lot of investors still view CLS as a traditional electronics manufacturing company, but the business mix has shifted significantly toward higher-value cloud, networking, and hyperscaler infrastructure products.

The financials are starting to reflect that shift.

Some of the things that stand out:
• Revenue growth has accelerated substantially over the last several quarters, with recent quarters showing strong double-digit growth driven largely by its Connectivity & Cloud Solutions segment.
• EPS growth has outpaced revenue growth, which suggests margin expansion and improved operating efficiency rather than growth coming purely from volume.
• Free cash flow generation has remained strong while the sheets stay relatively healthy compared to many high-growth infrastructure names.
• The company continues benefiting from elevated spending on networking equipment, switches, storage systems, and data center hardware.

What makes CLS interesting is the valuation relative to the growth.

Even after the run-up, the stock still trades at a much lower multiple than many companies tied to the same infrastructure cycle.

The forward P/E has generally remained in a range that still looks reasonable considering the growth rate the company is producing.

That’s likely because the market still partially values CLS like a manufacturing/EMS company instead of a higher-margin infrastructure supplier.
If growth remains elevated and margins continue improving, there’s a case that the market could continue rerating the stock higher over time.

A few additional bullish points:
• Return on invested capital has improved materially
• Operating margins continue trending upward
• Management execution has been consistently strong
• Large cloud and networking customers continue spending heavily on infrastructure upgrades

Forecasting forward, the biggest thing to watch is whether CLS can sustain elevated growth rates as infrastructure demand remains strong.
If the company can continue compounding revenue in the mid-to-high teens while growing EPS materially faster through margin expansion and buybacks, the current valuation may still prove conservative relative to future earnings power.

The market typically rewards companies that can sustain both growth and operating leverage over multiple years, especially in infrastructure-related cycles.

Bear Case:

The main argument against CLS is that a large portion of current optimism may already be priced into the stock after its major run.
Because the company still operates within manufacturing and hardware supply chains, margins could eventually plateau, and growth could slow if hyperscaler spending cools or networking demand weakens.

There’s also risk that investors never fully assign a premium multiple to the business due to its EMS/manufacturing roots.

Still, based on current execution, profitability trends, and valuation relative to peers, CLS appears far less crowded than many of the larger infrastructure names despite producing some of the stronger growth metrics in the sector.

For the past 15 years, investing was honestly pretty simple:
• Buy mega cap tech
• Buy the dip
• Let low interest rates do the heavy lifting

That environment may be ending.

And I think most retail investors are massively underestimating what comes next.

The AI Boom Isn’t Just About AI
Everyone keeps talking about: Nvidia, ChatGPT, robots, and automation

But the real story is bigger.

We are entering a period where:
• data centers are becoming the new oil fields
• electricity demand is exploding
• cooling infrastructure matters
• networking bandwidth matters
• power efficiency matters
• physical infrastructure matters again

The next decade may not belong only to software.
It may belong to the companies enabling the entire digital backbone of civilization.

The “Picks and Shovels” Phase Has Started
During gold rushes, the biggest winners often weren’t the miners.

They were the companies selling tools, railroads, infrastructure, and logistics

AI feels similar.

That’s why money is flooding into:
• semiconductors
• power management
• optical networking
• data center REITs
• utilities
• cooling systems
• industrial automation

People think AI is just an app revolution.

It’s becoming an infrastructure revolution.

And Here’s The Crazy Part…
Most investors are still positioned like it’s 2021.

Chasing:
• unprofitable hype
• meme pumps
• random penny stocks
• stories with no cash flow

Meanwhile some of the strongest businesses on earth are compounding quietly in the background.

Companies with:
• real earnings
• pricing power
• recurring revenue
• AI exposure
• shareholder returns
• fortress balance sheets

The market is rewarding durability again.

My Personal Take

I think the next monster winners will come from 3 categories:

1. AI Infrastructure
The obvious one. Not just GPUs — but:
• networking
• power
• cooling
• semis
• data centers

2. Mission-Critical Software

Businesses companies literally cannot operate without.

The sticky subscription cash flow models are insanely powerful.

3. Industrial & Energy Reinvestment

America is going to spend trillions upgrading:
• grids
• factories
• manufacturing
• automation
• energy systems

That capital has to go somewhere.

The Biggest Lesson I’ve Learned

The market usually looks obvious after the move happens.

Nobody cared about cloud before cloud won.

Nobody cared about semis before semis exploded.

Now I’m starting to think the next massive trend is:

AI infrastructure + physical digital backbone expansion.

And honestly?

We may still be ridiculously early.

Curious what sectors everyone else thinks dominate the next 5-10 years.

Everyone talks about the mega caps.

NVDA. MSFT. GOOG.

But if AI truly becomes a once-in-a-generation infrastructure buildout, some of the biggest upside may come from the smaller companies supplying the bottlenecks behind the scenes.

Not all of these are “safe,” but they’re some of the most interesting AI infrastructure names I’ve found.

The Big Dogs
NVIDIA (NVDA)
Still the king.

• AI GPUs
• CUDA moat
• Networking expansion
• AI factories/inference

The backbone of modern AI compute.

Broadcom (AVGO)
The quiet monster.

• AI networking
• Custom ASICs
• Hyperscaler exposure
• Huge margins/cash flow

Could become one of the largest beneficiaries of AI scaling.

AMD
The challenger.

• MI-series GPUs
• AI servers
• Alternative to NVDA

If they capture even moderate AI share, upside could still be enormous.

Smaller / Less Discussed AI Infrastructure Names

Vertiv (VRT) — Cooling & Power
One of my favorite “hidden bottleneck” plays.
AI data centers consume absurd amounts of electricity and heat.
Some people think compute is the bottleneck.
I think power and cooling might become equally important.

Astera Labs (ALAB) — AI Connectivity
Very under-the-radar compared to NVDA/AMD.
They build connectivity solutions for AI servers and data centers.
As AI clusters become larger and more complex, moving data efficiently becomes critical.
This is one institutions are starting to quietly accumulate.

Celestica (CLS) — AI Hardware Manufacturing
Not talked about enough on Reddit.
They help manufacture networking and AI hardware systems.
As hyperscalers spend billions scaling AI infrastructure, companies like CLS may quietly benefit behind the scenes.

Coherent (COHR) — Optical Networking
AI data centers need faster optical connections.
That’s where COHR comes in.
One of the more speculative names, but AI networking demand is exploding.

Marvell (MRVL) — Custom AI Chips
One of the strongest “second derivative” AI plays.
If hyperscalers continue moving toward custom AI accelerators, MRVL could become a major winner.

Micron (MU) — Memory Bottleneck
HBM memory demand is going insane.
AI models need enormous memory bandwidth.
People underestimate how critical memory becomes as models scale.

Super Micro Computer (SMCI) — AI Server Builds
Very volatile, very controversial, but undeniably tied directly to AI infrastructure spending.
Basically a leveraged bet on AI server demand.
Not for the faint of heart.

The AI boom is starting to look less like a software cycle and more like a massive industrial revolution.

Would love to hear what smaller AI infrastructure names everyone else is watching.

**1. Sherwin-Williams (SHW)**

This is one of the best “compounder” dividend stocks in the market.

Why I like it:

Dominates the paint/coatings industry with huge brand power

Benefits from housing, commercial construction, and renovation cycles

Extremely strong pricing power — can raise prices without losing customers

Long history of dividend growth and buybacks

Why it can appreciate:

SHW historically trades at a premium because investors view it as a high-quality industrial compounder. If housing activity improves over the next few years, earnings growth could accelerate again.

This is more of a “wealth compounder” than a high-yield income stock.

**2. Cintas (CTAS)**

One of the quietest elite businesses in America.

Why I like it:

Provides uniforms, safety products, and workplace services to businesses

Highly recurring revenue

Massive moat from logistics/network scale

Incredible margins and execution

Why it can appreciate:

CTAS has quietly been one of the best-performing dividend stocks of the last decade because it compounds earnings consistently. Even during weaker economies, businesses still need uniforms, safety compliance, and facility services.
Dividend yield is smaller, but dividend growth and stock appreciation have been exceptional.
**3. PepsiCo (PEP)**

Probably the best blend of:

safety

dividend reliability

defensive recession resistance

moderate upside

Why I like it:

Owns dominant global brands
Snacks business is extremely strong
Reliable cash flow machine
50+ years of dividend increases

Why it can appreciate:

PEP has underperformed recently because investors rotated into AI/high-growth names. That may create an opportunity if earnings stabilize and valuation recovers.

You’re getting:
\~3% yield range
defensive business
dividend growth
potential rebound upside

A few honorable mentions:
Johnson & Johnson (JNJ) — safer/defensive healthcare exposure
Coca-Cola (KO) — ultra reliable but slower growth
Nucor (NUE) — more cyclical but stronger upside potential
Procter & Gamble (PG) — elite stability
Chevron (CVX) — higher yield with energy upside

**1. Sherwin-Williams (SHW)**

This is one of the best “compounder” dividend stocks in the market.

Why I like it:

Dominates the paint/coatings industry with huge brand power

Benefits from housing, commercial construction, and renovation cycles

Extremely strong pricing power — can raise prices without losing customers

Long history of dividend growth and buybacks

Why it can appreciate:

SHW historically trades at a premium because investors view it as a high-quality industrial compounder. If housing activity improves over the next few years, earnings growth could accelerate again.

This is more of a “wealth compounder” than a high-yield income stock.

**2. Cintas (CTAS)**

One of the quietest elite businesses in America.

Why I like it:

Provides uniforms, safety products, and workplace services to businesses

Highly recurring revenue

Massive moat from logistics/network scale

Incredible margins and execution

Why it can appreciate:

CTAS has quietly been one of the best-performing dividend stocks of the last decade because it compounds earnings consistently. Even during weaker economies, businesses still need uniforms, safety compliance, and facility services.
Dividend yield is smaller, but dividend growth and stock appreciation have been exceptional.
**3. PepsiCo (PEP)**

Probably the best blend of:

safety

dividend reliability

defensive recession resistance

moderate upside

Why I like it:

Owns dominant global brands
Snacks business is extremely strong
Reliable cash flow machine
50+ years of dividend increases

Why it can appreciate:

PEP has underperformed recently because investors rotated into AI/high-growth names. That may create an opportunity if earnings stabilize and valuation recovers.

You’re getting:
\~3% yield range
defensive business
dividend growth
potential rebound upside

A few honorable mentions:
Johnson & Johnson (JNJ) — safer/defensive healthcare exposure
Coca-Cola (KO) — ultra reliable but slower growth
Nucor (NUE) — more cyclical but stronger upside potential
Procter & Gamble (PG) — elite stability
Chevron (CVX) — higher yield with energy upside

My favorite are:

NOW

CRM

INTU

SAAS is my favorite value/growtg blend right now since i believe its been considerably written off by the street due to AI.

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[ Removed by Reddit on account of violating the content policy. ]

[ Removed by Reddit on account of violating the content policy. ]

Market Sentiment:

Bullish overall, driven by continued AI enthusiasm, resilient economic data, and easing fears around the Middle East. Investors remain optimistic but increasingly cautious about stretched tech valuations.

Major Index Performance:
S&P 500: ~7,399 (+0.8%) — fresh record highs
Nasdaq: ~26,244 (+1.7%) — led by semis/AI names
Dow Jones: ~49,608 (flat)

Key Economic News Today:
Stronger-than-expected U.S. jobs data reinforced the view that the economy remains resilient.
Markets are now focused on next week’s CPI, PPI, and retail sales reports for inflation direction.
Earnings season remains strong, with ~84% of S&P companies beating estimates.

Federal Reserve / Rates Outlook:
Strong labor data reduced expectations for near-term Fed rate cuts.
Treasury yields eased slightly, but markets increasingly expect the Fed to stay cautious and “higher for longer.”

Geopolitics / Oil / Inflation:
Markets are watching U.S.-Iran ceasefire developments and an upcoming Trump-Xi meeting closely.
Oil volatility remains elevated, though crude prices have eased from peak war-driven spikes, helping inflation fears cool somewhat.

Major Stories (Bloomberg/CNBC/Reuters/WSJ):
RBC raised its S&P 500 year-end target to 7,900 on continued AI optimism.
Akamai surged after reports of a major AI infrastructure deal tied to Anthropic.
Michael Burry warned the AI rally resembles the late-stage dot-com bubble.
WSJ highlighted earlier volatility tied to oil spikes and Middle East tensions this week.

Tech / AI / Crypto Movers:
Nvidia, AMD, Intel, Micron, and AI infrastructure names continued to lead markets higher.
AMD rallied sharply after strong AI chip demand forecasts.
CoreWeave dropped after raising capex outlook due to rising component costs.
AI/cloud-related names like Akamai saw major upside momentum.

Overall Mood:
Markets remain aggressively risk-on, with AI continuing to dominate investor attention and push indexes to record highs. However, concerns about valuations, persistent inflation, and geopolitical uncertainty are keeping some investors cautious beneath the surface.

Investment Thesis:

Salesforce is transitioning from being viewed as a “mature SaaS company” into what management calls the “AI operating system for the enterprise.” The market still largely values CRM like a traditional cloud software company despite:

• explosive growth in Agentforce AI adoption,
• improving margins and free cash flow,
• massive enterprise entrenchment,
• and a growing position in the emerging “agentic AI” economy.

The bull thesis is that Salesforce could become:

1. the dominant enterprise AI workflow layer,
2. the operating system for autonomous business agents,
3. and one of the largest free cash flow generators in software.

Why The Market May Be Underestimating CRM

Salesforce Already Owns Enterprise Workflows

Salesforce is deeply embedded inside large enterprises:
• sales teams
• customer support
• marketing
• analytics
• internal automation
• Slack collaboration
• customer databases

This matters because AI becomes dramatically more valuable when connected to real enterprise data and workflows.

OpenAI, Anthropic, and others have the models.
Salesforce has: the customer relationships, the enterprise data, the workflow infrastructure, and trusted distribution into Fortune 500 companies.

That’s an enormous moat.

Salesforce serves over 150,000 businesses globally and remains the dominant CRM platform.

Agentforce Could Become a Massive AI Revenue Engine

The biggest bull argument today is Agentforce.
Agentforce is Salesforce’s autonomous AI agent platform that allows businesses to deploy AI workers across: customer service, IT, HR, sales, operations,
internal support.

This is much bigger than chatbots.

The vision is:

autonomous AI employees operating directly inside enterprise workflows.

And adoption is accelerating rapidly.
Recent metrics:

• Agentforce & Data 360 ARR nearly reached $1.4B,
up 114% YoY

• Agentforce ARR alone grew 330% YoY,
over 18,500 Agentforce deals signed

• 9,500+ paid deployments

That kind of growth is extremely rare for a company already generating over $40B annually.

The Financials Are Extremely Strong

One reason the bull case is compelling:
this is not a speculative AI startup.

Salesforce generates enormous cash flow.

Recent figures:
~$41.5B revenue run rate,
~35% non-GAAP operating margins,
free cash flow growth over 20%,
billions returned through buybacks.

Importantly:
Salesforce has evolved from a “growth at all costs” company into a profitability machine.

One major bullish argument:
CRM’s valuation has compressed significantly despite AI acceleration.

Many software stocks were repriced lower due to:
higher interest rates, SaaS fatigue, fears AI disrupts software, and slowing cloud spending.

But Salesforce may actually BENEFIT from AI rather than be disrupted by it.

PLEASE let me know your thoughts. Im considering and in the process of this becoming my biggest position. Thanks for taking the time!

I think ServiceNow, Inc. (NOW) is getting caught in the broader “SaaS is dead” narrative and Wall Street may be overlooking what the company is actually becoming.

Right now the market seems obsessed with the idea that AI will destroy traditional SaaS companies:

• fewer employees = fewer software seats
• AI agents replace workflows
• cheaper AI-native competitors appear overnight
• enterprise software margins compress

And honestly, I understand the fear. A lot of SaaS companies probably *will* get disrupted.

But I think the market may be lumping NOW into the wrong category.

Most people still think of ServiceNow as:

“enterprise ticketing software.”

But increasingly it looks more like:

an operating layer for enterprise AI workflows.

The key thing I think investors are missing is that AI inside enterprises creates *more orchestration complexity*, not less.

Large companies still need:
• governance
• permissions
• workflow automation
• compliance
• approvals
• audit trails
• cross-platform integrations
• data coordination between departments

AI agents don’t magically eliminate those problems — in many ways they make them more important.

That’s where NOW seems uniquely positioned.

The company already sits deeply embedded inside enterprise operations:
• IT
• HR
• customer service
• security
• procurement
• operations workflows

Once those systems are integrated, switching costs become enormous. The platform becomes part of the company’s operational infrastructure, not just another software subscription. Several investors and analysts have highlighted this “process entrenchment” and high switching-cost moat recently.

What’s interesting is the stock has been heavily derated anyway because of broader AI/SaaS fear.
Despite strong AI product growth, raised guidance, and expanding AI offerings, NOW has sold off dramatically from prior highs amid worries that AI could compress traditional SaaS economics.

But the bear case may actually be creating the opportunity.

The market seems to be pricing NOW like:
• a mature SaaS company,
• with slowing growth,
• vulnerable to AI disruption.

Meanwhile the bull case is that NOW becomes:
• the orchestration layer,
• governance layer,
• and workflow control system
for enterprise AI adoption.

That’s a very different valuation framework.
I’m not saying it’s risk-free. Valuation is still premium relative to many software names and AI disruption risk is real. Even bulls admit the stock has historically traded at aggressive multiples.

But I think there’s a real possibility Wall Street is underestimating how valuable workflow ownership becomes in an AI-driven enterprise environment.
Curious what others think:

Is NOW a future AI infrastructure winner?
Or is this still just an overvalued SaaS company being disrupted in slow motion?

Mine is definitely Palantir Technologies Inc. (PLTR).
I bought around $7 and sold around $40. At the time, I genuinely thought I was making the smart/rational decision.

The stock had already run massively, valuation metrics looked insane, dilution was a huge concern, and honestly I didn’t fully understand the business the way I thought I did.

A lot of it sounded abstract:

AI operating systems

ontology

data fusion

government/intelligence software

enterprise decision platforms

Back then it felt like the market was pricing in perfection for what many people viewed as “basically a government contractor.”

I also think I evaluated it too much on current fundamentals and not enough on future positioning. I didn’t fully foresee how important AI infrastructure, military AI, and enterprise AI deployment would become over the next few years.

At the time, locking in a 5x+ gain felt responsible. Now looking back, I realize there’s a difference between:

a stock being overhyped
vs
a company where the market still hasn’t fully grasped the long-term optionality.

Curious what stock others sold early that still bothers them a little — and more importantly, why you sold it at the time. Did your thesis actually change, or did the stock simply become something bigger than you originally understood?