Tyler Crowe

The idea where

This AI infrastructure buildout and the power demands that we are going to have to see for AI buildout is not going to wait for nuclear to arrive.

It's going to go now.

We're seeing it happen now, with natural gas being deployed, with solar being deployed, because these are the fastest-to-deploy electrons we can put into a system.

I think First Solar is going to be a major beneficiary of it.

I think Canadian Solar is going to be a beneficiary, because it's one of the very few companies out there in the utility scale space that is going to have the scale to actually build up and sell into this network.

The reason I'm highlighting Canadian solar this month or this time rather than with First Solar is I think it's a little bit more beaten down, going back to Matt's thing of buying stuff that's way down and hopefully coming back.

Maybe I'm going wrong on that regard, but I see a business that is going to catch a long-term trend with AI infrastructure build-out in solar.

I don't think a lot of people are thinking that way, and that's why I've been looking into this one a lot more.

We have Deckers, Appian, and Canadian Solar to wrap out this week.

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Thanks to producer Dan Boyd and the rest of the Motley Fool team.

For Matt, John, and myself, thanks for listening, and we'll chat again soon.

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I'm Tyler Crowe, joined by longtime Fool contributors John Quast and Matt Frankel.