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This AI data center stock could rally 60% since Wall Street misprices it as a bitcoin miner

Veteran portfolio manager Rhys Williams' best idea for 2025.

Author

Phil Rosen
February 16, 2025

Welcome to the Best Ideas Club. As a paying member, you get a report every Sunday that unpacks one actionable, high-conviction investment idea sourced from an interview with a world-class investor. 

This week we interviewed 30-year investing veteran Rhys Williams, chief strategist and portfolio manager for Wayve Capital, a multi-strategy investment firm that works across public and private markets. 

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