Rob Thummel manages Tortoise Capital's AI Infrastructure Active ETF, focusing on energy and infrastructure investments benefiting from AI data center buildout.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
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.
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.