Submitted by QTR's Fringe Finance
Before I get into today’s idea, let me remind readers that I believe there is a very real chance that the AI boom could be coming to an end later this year and into early next year.
I detailed my thoughts on why the AI boom could end in an article called “The Real AI Crash Will Start This Year” that I published two weeks ago. I supplemented this piece with another article last week called “8 Sharp Bear Cases You Must Read Today”, which explores almost all of the possible reasons I can think of to be bearish on the stock market today.
I suggest reading both of these pieces carefully and keeping in mind that today’s article is a very first look into a sector that may or may not ever catch on in the US and will likely be highly dependent on AI’s continued expansion as a catalyst to flourish.
Having said that, if you’re still bullish on the AI build out and the market at this point, there’s an emerging theme that may be under-noticed and worth a look.
The theme is geothermal energy, and specifically the possibility that next-generation geothermal becomes part of the solution to America’s rapidly growing AI power needs. AI power needs drove my nuclear thesis last year as nuclear stocks outperformed the market in 2025 and helped my 25 Stocks I’m Watchin
