Executive Summary
Trump Media's $200 million merger with TAE Technologies creates the first publicly-traded nuclear fusion company, but the timeline disconnect is stark. TAE plans to begin construction on utility-scale fusion plants next year despite fusion existing only in laboratory settings for fractions of seconds. The company brings 12 employees and $3.7 million in revenue to a multi-billion dollar infrastructure challenge that industry veterans describe as 'decades out.' Meanwhile, Micron demonstrates how s...
Key Investment Opportunity
Memory Scarcity Premium
AI infrastructure demand creates sustainable pricing power for memory manufacturers with existing HBM capacity
...and 1 more investment opportunities
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