Buy PPIH by Sep 6, 2026.

I spend most of my time mapping the AI infrastructure supply chain. not the NVIDIAs and the Broadcoms, the stuff underneath. The physical layer. Who actually builds this stuff. And I keep coming back to this one company that the market has completely wrong. Perma-Pipe. Ticker PPIH. They make pre-insulated piping systems. Pipes wrapped in foam insulation. Sounds boring. Boring Oil and gas, steady 3-5% growth and invisible ot everyone, no one cared. Here's what changed. Data centers need cooling …