Fermi (FRMI) is positioned to solve the next AI datacenter bottleneck: energy supply. With Project Matador delivering 11-17 GW of private power in Texas and backing from industry experts like Rick Perry, FRMI could capture massive value as hyperscalers face a 6 GW power shortage by 2027 and regulatory pressure prevents traditional datacenter expansion.

FRMI is a power infrastructure company with 7,500 acres in Texas, a 6 GW Clean Air Permit, $1.4B installed infrastructure, and permitting for 4.4 GW advanced nuclear. Stock collapsed 73% from $21 IPO due to tenant loss, missed earnings, CEO firing, and founder lawsuit, but assets grew $441M during the collapse and new institutional management team is taking over a potential turnaround similar to peer APLD's 736% 12-month return.