$AMSC
American Superconductor Corporation6/10Does he own it?
He states he assembled a personal "mini-ETF" basket explicitly naming AMSC (alongside CLF, PLPC, HPS.A) and clarifies he doesn't hold the other listed names — a first-person ownership signal. No explicit percent weight or "I'm long" given, so PROBABLY rather than YES.
His thesis
AMSC is a US grid-infrastructure play: maker of high-temperature superconductor wires (advanced conductors) and power electronics. He frames it as a direct beneficiary of a presidential Defense Production Act order declaring an energy/grid supply-chain emergency, with expected federal funding and DOE contracts. Pitches it as a patriotic bet on American national security and domestic supply chains — a steady compounder rather than a parabolic growth name.
How his view evolved
Introduced as a held name in his self-made grid-infra basket after the DPA order, then revisited approvingly as the basket performed, and finally appears only as a passing entry in a crowd-sourced 800V DC list.
Key points
- Holds it within a self-assembled grid-infrastructure basket alongside CLF, PLPC, HPS.A
- Core thesis: beneficiary of Defense Production Act and anticipated DOE grid contracts
- Framed as a solid compounder and patriotic US supply-chain bet, not a hypergrowth story
Derived from a holistic read of his public posts — paraphrased, never quoted. See his actual posts about $AMSC on X ↗