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rob thummel

T3 · host / generalist

Rob Thummel manages Tortoise Capital's AI Infrastructure Active ETF, focusing on energy and infrastructure investments benefiting from AI data center buildout.

2 calls·2 names·100% bull·last heard last month·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$MUMicron Technologyposition

Tortoise Capital bullish on Micron: 85% gross margin beats Nvidia

AI data center demand has created a structural memory undersupply, transforming Micron from a cyclical player into a secular grower with 85% gross margins — 10 points above Nvidia — and substantial earnings/cash flow growth visible through 2027-2028.

Bloomberg Tech2026-06→
2ndmedium conviction
$000660.KSSK Hynix

Tortoise Capital eyes SK Hynix ADR for AI infrastructure fund

SK Hynix's 57% HBM market share makes it a core AI infrastructure holding; Tortoise welcomes the planned US ADR listing as it would simplify access for their AI Infrastructure Active ETF, which already tracks the company internationally.

Bloomberg Tech2026-06→

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recurring themes

2 total
$000660.KS
···
SK Hynix
MEDrob thummel·Bloomberg Tech·last month
Tortoise Capital eyes SK Hynix ADR for AI infrastructure fund
SK Hynix's 57% HBM market share makes it a core AI infrastructure holding; Tortoise welcomes the planned US ADR listing as it would simplify access for their AI Infrastructure Active ETF, which already tracks the company internationally.
"AS INVESTORS IN AI INFRASTRUCTURE, WE WELCOME NEW ENTRANTS, NEW COMPANIES THAT WE CAN BUY, AND SK HYNIX WILL BE AT THE TOP OF THE LIST TO TAKE A LOOK AT. WE HAVE BEEN LOOKING AT T…"
9:21
$MU
···
Micron Technology
HIGHrob thummel·Bloomberg Tech·last month· position
Tortoise Capital bullish on Micron: 85% gross margin beats Nvidia
AI data center demand has created a structural memory undersupply, transforming Micron from a cyclical player into a secular grower with 85% gross margins — 10 points above Nvidia — and substantial earnings/cash flow growth visible through 2027-2028.
"IF YOU ARE LOOKING AT MICRON, WITH EARNINGS WERE LIKE WHEN POSTED, IT IS CLEAR OF MARKET IS UNDERSUPPLIED FOR MEMORY. MICRON POSTED A GROSS MARGIN OF 85%. THAT IS 10 POINTS HIGHER…"
8:01