Bristol-Myers Squibb(US:BMY) Insider Monkey·2025-11-27 18:11Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest in AI technologies now [1][13] - The energy demands of AI technologies are highlighted as a critical concern, with data centers consuming as much energy as small cities, leading to potential crises in power supply [2][3] Investment Opportunity - A specific company is presented as a unique investment opportunity, positioned to benefit from the increasing energy demands of AI, owning critical energy infrastructure assets [3][6] - This company is not a chipmaker or cloud platform but is described as the "Toll Booth" operator of the AI energy boom, collecting fees from energy exports [4][5] Energy Infrastructure - The company owns significant nuclear energy infrastructure, making it central to America's future power strategy and capable of executing large-scale energy projects [7][8] - It is noted for being debt-free and having substantial cash reserves, which is advantageous compared to other energy firms burdened with debt [8] Market Position - The company has an equity stake in another AI-related venture, providing indirect exposure to multiple growth engines in the AI sector [9] - It is trading at a low valuation of less than 7 times earnings, indicating a potentially undervalued investment opportunity [10] Future Trends - The article discusses the broader trends of AI, energy, tariffs, and onshoring, suggesting that this company is well-positioned to capitalize on these interconnected developments [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the importance of investing in AI-related companies [12]