Buy XYL by Aug 16, 2027.

Been thinking about this since 2025 - finally pulled the trigger. Tell me why I am a genius or a moron depending on your provaction. **My thesis:** Water infrastructure is chronically underinvested, and three separate tailwinds are converging at once: aging pipe replacement, PFAS regulation forcing new filtration and testing capex, and the one that's all the rage - AI data centres and semiconductor fabs needing huge volumes of process and cooling water, see also growing interest in nuclear energy …