Dear Reader,

Just off a remote stretch of road in Phoenix, Arizona...

...giant cranes loom over an area bigger than 60 footy fields.

This is the first of five mammoth ‘data bunkers’ being built. Thirty miles away, engineers are planning another.

This is the ‘AI lock-up’ in action.

Massive private equity firm Blackstone is shelling out $25 billion for these mega-data centres.

It tells Bloomberg it could be ‘one of its best investments ever.’

Without premium data access, the AI boom stops dead.

Simple as that.

There’s a clear investment premise operating right now.

Lock up the AI data. Lock in the profits.

Some speculate this is the real reason Elon Musk bought Twitter.

AS A BACK-DOOR AI LOCK-UP PLAY...

Even though the rebranded X is nosediving in popularity...it’s still a treasure trove of human conversations and knowledge...which are perfect for training generative AI models.

Any company with access to ongoing, unique, propriety data...will now have a valuable lock-up asset.

The opportunity lies in finding such companies before the market realises the value of this hidden balance sheet item.

Which leads us to THIS intriguing recommendation...

Regards,

Callum Newman,
Editor, Australian Small-Cap Investigator