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American Superconductor (AMSC) has tremendous potential to capture upside on the coming power grid transformation, and, unlike most of the AI theme which tend to front-run performance by relentlessly bidding the stock, none of this is yet reflected in the price, giving it an asymmetric risk/reward profile. That can change as soon as the next earnings announcement, which is not yet officially scheduled but estimated for January 22nd.
Though the story here is not only about the potential to turn a quick buck when AMSC reports earnings later this month. It’s also one of my favorite emerging names in the AI space – specifically related to delivering power, a theme zerohedge wrote about extensively last year and a group that has since then outperformed AI MegaCap Growth stocks like Nvidia.