The Next Micron? This AI Stock Is Flying Under The Radar

**Vincent** (0:00)
That leads you towards my core teases for this market, which is buy everything that's related to efficiency, more output per bot.

**LGD Sed** (0:10)
What's up, everybody? It's LGD Sed here, and welcome to Milk Road AI, the almost daily AI show that is hell-bent on finding the next hidden gem in the AI sector, even if it means digging up companies we've never heard of. Today's June 12th, 2026 Listen, we dish out a lot of alpha and market talk on this podcast, but one thing we need to do better is actually uncover those little companies that represent much bigger parts of the bottleneck and surface them to you guys, our audience. Plus, we need to actually go deep on these companies to understand if they actually have the potential to be the next micron or bloom. So every week, I'll be sitting down one-on-one with Vincent, our AI analyst, to learn about an emerging business in the AI trade. And if you want to see his entire portfolio, you know you can go Milk Road Pro for just a dollar at the link below. Today's episode is about CUNITY, a spin out from DuPont de Nemours, a massive global chemicals company. They've got R&D deals with Nvidia, and they are a prime player in one of the most overlooked sectors of the AI build out efficiency. Today's episode is brought to you by Bitget Stocks 2 with real liquidity, real dividends, and Nexo, an interest borrow and trade crypto. All right, Vincent, this is our very first one. What company do you have for us today?

**Vincent** (1:15)
It's CUNITY Electronics. It's a chemicals company from the US.
They're a spinoff out of a massive chemicals company called DuPont, and their focus is purely on semiconductor chips. They have two business lines. They produce chemicals for the production of chips, and they produce chemicals to ensure that the integrity of the chips is holed up during the life cycle. And yeah, I think there are a lot of kind of developments in the market that points toward this name, this sector, and that's why I like it.

**LGD Sed** (1:49)
So you like it, because tell me why? Like, what is the angle? Like, why is this a good stock, especially at a point where right now, while we're talking, which is Friday, June 12th, it's kind of, it's sitting at just a, it had a nice pop, but it's sitting, you know, maybe 10% below all time highs. So, you know, I think a lot of people were weary of like top blasting companies they've never heard of in the AI built out. Tell me why you like it, man. Where does this fit in?

**Vincent** (2:15)
Yeah, it's exactly, that's the reason why I like it. No one talks about it, right? We will get to that later. So, let me give you a bit of context on where I think this whole AI trade is going. Over the last couple of months, we saw kind of the pure raw capacity trade working, right? Memory works, pure energy supply, companies like Bloom Energy, Micron, etc. Those companies work, right?
But what you need to understand is that this whole thing, this whole AI trade, this whole AI build out is running into physical bottlenecks. That basically means we cannot build data centers fast enough and we cannot deploy the chips fast enough. That's the first point. The second point is, we're seeing US labs losing demand against Chinese open-source models.
And if you put that together, A, we are in an environment where we have a fixed supply of energy, a fixed supply of what? We cannot increase that simply, right? So what we need to do is, we need to squeeze out every inch of compute of the chips that we can deploy. And we need to decrease the costs of the tokens. And that leads you towards my core thesis for this market, which is, buy everything that's related to efficiency, more output per bot.

**LGD Sed** (3:47)
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Okay. So you're saying that and CUNY fits into that.

**Vincent** (4:09)
CUNY fits in exactly into that. If you jump into the next slide, you can see that not only myself is talking about that, but main peers out there. TSMC is actually one of the biggest customers of CUNY Electronics. And what they're saying is producing chips is not that much about raw computing power anymore, but actually designing and producing chips in a way that you increase the output of the chip, but you're not increasing the power you need to run those chips. And for that, if you jump on to the next slide, you see that there are certain areas that you can look at inside the rack. Those are basically three just examples. There are more things you can buy, but those are three examples on how you can increase the efficiency inside the rack. Number one is power delivery.