this article from techcrunch sums up very well the kind of demand for power that will originate as a result of AI power needs [https://techcrunch.com/2025/12/01/data-center-energy-demand-forecasted-to-soar-nearly-300-through-2035/](https://techcrunch.com/2025/12/01/data-center-energy-demand-forecasted-to-soar-nearly-300-through-2035/)
looking at some of the pick and shovels play here -SEI, BE, VRT, PRY - they all seem to have had their run up. are there are any companies that people think are still undervalued to ride out this wave? FRMI looks nascent with a $8.7B mkt cap but its still pre-revenue and most likely won't be generating revenue till 2027.
