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The author suggests investing in "middle power" businesses like Hammond Manufacturing ($HMM.A) due to hyperscalers locking down supply chains. The discussion is a fundamental thesis.
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RT @KairosPraxis: Weekend reading: Hammond Manufacturing $HMM.A - the microcap cousin (quite literally) of $HPS - $HMM makes metal enclos…
An investment strategy/theme that could do really well over the next 3 years is investing in boring "middle power" businesses. Hyperscalers have locked up the supply chain several levels down - from memory to fiberglass to inductors to plain racks. At the end of the day, these co
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