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| Historical Position | Peak Return | Ecosystem Infrastructure Context |
|---|---|---|
| Celestica | +5,364% | 5-Year Custom Silicon & Infrastructure Cycle |
| Palantir | +2,700% | Early-Stage Data Assembly Positioning ($7 Entry) |
| Modine | +1,900% | Data Center Thermal Management Optimization |
| Vertiv | +1,700% | High-Density Liquid Cooling Deployment |
The Infrastructure Bottleneck Realization“The real bottleneck wasn't the brains — it was the electricity. The boring power equipment that the AI buildout couldn't function without, and that Wall Street had completely mispriced.”
Dylan Jovine