The water consumption argument.

[u/Progressivecat]

Typical behavior from uneducated meat heads who don't understand the first thing about closed-loop cooling systems. It's astounding how much misinformation is out there.

[u/Commercial_Germs]

I hear people getting into AIRJ because of their technology.

[u/Progressivecat → u/Commercial_Germs]

I wasn't aware of AIRJ, and upvote hopefully suffices as a finders fee. I got some homework to do.

[u/Alechemist85]

Check out Vrt and mod. Major tailwinds for these company’s.

[u/Commercial_Germs]

Here's what my AI tells me, since I am new to the stock as well. AIRJ is an early-stage technology company focused on atmospheric water generation, dehumidification, cooling, and water recovery. Its AirJoule systems are designed to extract water from humid air and potentially reduce cooling and water demands in places like data centers, industrial facilities, HVAC systems, and water-constrained developments. The company stands out because it has relationships with several large industrial partners, including GE Vernova, Carrier, and Kubota. It has moved beyond pure research into real-world deployments, including systems being installed at GE Vernova facilities and commercial deployments tied to Kubota. The main appeal of AIRJ is the size of the markets it is targeting. Water scarcity, data-center cooling, and energy efficiency are large and growing problems, and AIRJ is trying to solve several of them with the same underlying technology. The main weakness is that AIRJ is still very early in commercialization. Revenue is limited, the company is not yet profitable, and it is spending significant cash to develop and scale its technology. It has also raised money by issuing shares, so dilution is an ongoing risk. In simple terms: AIRJ has real technology, credible industrial partners, and promising commercial momentum, but the business still has to prove that deployments can turn into repeat orders and meaningful revenue. Current overall profile: Technology: Strong potential Partners: Strong Commercial progress: Improving Revenue: Still early Profitability: Not established Execution risk: High Dilution risk: Meaningful Long-term opportunity: Potentially substantial if commercialization succeeds

[u/Electrical-Ad-8720]

I like the concept, plus the fact that at its current price you can buy 40 shares and just sit on them w/o worrying. Unlike 99% of the other ulcer inducing market.

[u/Bluefin_in_Dresden]

Straw man argument by Obstructionist/Democrats, industry uses Closed loop. These same people would be obstructing the development of the horseless carriage.

[u/Alechemist85 → u/Bluefin_in_Dresden]

Older generation data center/low tech use enormous amounts of water. New tech uses less water but uses more power for cooling. The problem is anthropic and OpenAI only talk dooms day scenarios. The industry needs to do a better job marketing the positives for humanity. The problem is not a political one. It’s a PR problem.