The speaker's second-largest position and primary play on energy storage, considered the 'highest quality mid-cap' in the space with deep ties to the U.S. military. Positioned to benefit from accelerating demand from AI data centers.

Held as a major position by a successful guest investor, fitting into the 'Power Grid and Batteries' investment theme.

Mentioned as part of a major investment theme for 2026 related to the massive energy requirements for the AI boom, specifically in the context of battery production.

A compelling, profitable, debt-free company with an attractive valuation (10 P/E) positioned in key growth trends like data centers, robotics, and national security. The host is strongly considering buying.

A live discussion presents a timely opportunity to gain insights into the company and the broader energy storage sector, suggesting it for potential investment ideas.