3 Industrial Stocks We're Buying & Holding to Ride the AI Megacycle
Forget the chips — the real money is in the power, cooling, and construction behind the data centre boom. This 10-page report breaks down three infrastructure titans with the macro thesis, the numbers, and the risks.
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Inside the report
Three Stocks. One Macro Thesis.
AI is the most resource-intensive industrial project in history. But the real opportunity isn't in the chip designers trading at 50x sales — it's in the companies providing the power, infrastructure, and automation underneath.
The report covers three specific names David would buy and hold for the next 36 months, each solving a different constraint on the AI buildout:
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What you'll get
10 Pages of Institutional-Grade Thinking
This reads like a research note from a macro desk, written in plain English. Here's what's covered:
- The macro thesis — three capital expenditure waves converging on physical infrastructure over the next 36 months
- Stock-by-stock deep dives — the business model, competitive advantage, and financials behind each pick
- The risk factors — tariffs, permitting delays, spin-off execution — and how David would monitor each one
- The investment framework — why Growth at a Reasonable Price (GARP) matters right now
Who wrote this
About David Belle
David Belle
15 years in broking, trading, and leading growth at the world's largest fintech. Spent the last five years taking everything he learned and teaching individual investors how to make better decisions — 1,500+ and counting.
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