← WattsB4BotsCompany Files · 37
Company files
Every name, one page.
One opinionated file per ticker. Pillar-purity score, the long thesis, what feeds it upstream, where its output flows downstream, and the specific conditions that would invalidate the call. Sorted by score within each pillar.
⚡Pillar · Power
The electrons.
- TLNScore 10Talen Energy · Owns the Susquehanna nuclear and Cumulus data-center campus feeding AWS; post-bankruptcy compound.
- CEGScore 9Constellation Energy · Largest US nuclear fleet; Three Mile Island restart for Microsoft — the purest nuclear-for-AI trade.
- VSTScore 8Vistra · Texas nuclear + gas generation signing hyperscaler PPAs; recent top-performing S&P utility.
- OKLOScore 8Oklo · Small modular reactor pre-revenue moonshot; Sam Altman-chaired — speculative but on-thesis.
- GEVScore 7GE Vernova · Gas turbines, grid equipment, offshore wind; multi-year backlog constraints are the bull case.
- CCJScore 7Cameco · Largest Western uranium miner; tier-one fuel supplier to the nuclear renaissance.
- SMRScore 7NuScale Power · First NRC-approved SMR design; the pure SMR bet if the technology actually scales.
- URNMScore 7Sprott Uranium Miners ETF · Basket exposure to uranium miners for investors who don't want single-name risk.
- ETNScore 6Eaton · Switchgear, UPS, data-center electrical distribution; the quiet compounder of electrification.
- PWRScore 6Quanta Services · The contractor actually building transmission; labor-constrained grid-buildout beneficiary.
- BWXTScore 6BWX Technologies · Naval nuclear components and SMR supplier; the picks-and-shovels of the SMR trade.
- NEEScore 5NextEra Energy · Largest US renewables developer plus regulated Florida utility; the boring way to own AI load growth.
- WMBScore 4Williams Companies · Natural-gas midstream; pipelines are what actually fuel new data-center gas plants.
▢Pillar · Silicon
The chips.
- NVDAScore 10Nvidia · The king: GPUs, the CUDA moat, Mellanox networking, and the expanding software stack.
- TSMScore 10TSMC · Fabs every leading-edge AI chip on earth — the real bottleneck of the entire stack.
- ASMLScore 10ASML · EUV lithography monopoly; no EUV means no sub-5nm chips.
- ALABScore 10Astera Labs · PCIe retimers and CXL connectivity — the glue chips inside every AI rack.
- CRDOScore 10Credo Technology · Active electrical cables and SerDes for AI-rack interconnect; pure-play AI networking IC.
- AVGOScore 9Broadcom · Custom silicon partner to Google (TPU) and Meta (MTIA); dominant AI networking ASICs.
- AMDScore 9AMD · MI300 and MI350 accelerators; the only credible GPU alternative buyers want to fund.
- MUScore 9Micron Technology · HBM3E memory for Nvidia; memory bandwidth is now the binding constraint on AI performance.
- AMATScore 8Applied Materials · Broadest wafer-fab-equipment exposure; benefits from every fab buildout.
- LRCXScore 8Lam Research · Etch and deposition leader; critical to HBM memory stacking.
- KLACScore 8KLA · Process-control and metrology monopoly; yields collapse without it.
- ARMScore 8Arm Holdings · CPU IP inside every hyperscaler's custom silicon — Graviton, Axion, Cobalt.
- MRVLScore 8Marvell Technology · Custom silicon (AWS Trainium) and optical DSPs for data-center interconnect.
▥Pillar · Steel
The buildings & copper.
- VRTScore 10Vertiv Holdings · Power and cooling infrastructure; leader in liquid cooling for dense AI racks.
- ANETScore 9Arista Networks · High-performance Ethernet switching for AI clusters; Nvidia-networking challenger.
- SMCIScore 9Super Micro Computer · Server integrator; Nvidia's preferred rack-scale system builder (governance risk noted).
- EQIXScore 8Equinix · Largest global colo REIT; interconnection hub between clouds, carriers, and enterprises.
- DLRScore 8Digital Realty · Number two colo REIT; hyperscale wholesale exposure across six continents.
- MODScore 8Modine Manufacturing · Cooling systems; the cheaper, less-covered Vertiv alternative.
- CIENScore 7Ciena · Optical networking between data centers; benefits as AI workloads go multi-site.
- IRMScore 6Iron Mountain · Paper-to-data-center pivot is working; under-appreciated REIT re-rating.
- DELLScore 6Dell Technologies · PowerEdge AI servers; enterprise AI infrastructure beneficiary.
- HPEScore 6Hewlett Packard Enterprise · Cray-derived AI systems plus Juniper (pending close) for AI networking.
- AMTScore 5American Tower · Tower REIT with data-center assets via CoreSite; 5G and edge-compute crossover.
Methodology
How we score.
Pillar-purity is a 1-10 editorial judgment about how directly a company’s revenue tethers to the AI infrastructure buildout. Not a price target. Not investment advice.