The YouTuber identifies Schneider Electric as a significant company in the 'cooling and electrical infrastructure' layer, stating that increased compute leads to more heat. He believes that companies addressing this heat issue have growing leverage and that their importance is currently undervalued by the market.
“Bottleneck six is cooling. Verv ticker VRT, Schneider Electric, and Eden are doing real infrastructure work here that most investors haven't started pricing correctly.” — ▶ Guarda clip