We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Power Solutions International, Inc. (NASDAQ:PSIX) ranks 22nd on this list.
Power Solutions International, Inc. (NASDAQ:PSIX) first appeared in the 13F portfolio of Situational Awareness LP in the fourth quarter of 2025. Back then, this stake comprised a little over 432,000 shares. Filings for the first quarter of 2026 show that the fund has made no changes to this stake. The firm designs, engineers, manufactures, markets, and sells engines and power systems in the United States, the rest of North America, the Pacific Rim, Europe, and internationally. Earlier this month, the firm revealed that CEO Constantine Xykis had resigned and the board had appointed CFO Xun Li as interim CEO. As part of a larger bet on energy firms, Leopold Aschenbrenner is bullish on Power Solutions as well.
Power Solutions International, Inc. (NASDAQ:PSIX) sits directly at the nexus of the global data center power crisis. As the grid fails to keep pace with AI hyperscale demands, decentralized, on-site prime and standby power systems are the ultimate constraint, and Power Solutions possesses a rare, heavily insulated operational moat to fulfill it. A core pillar of the bull case for the firm is that earnings are backed by hard, cash-generative operations, completely separating it from speculative or pre-revenue infrastructure plays. Despite lower recorded net income for the latest quarter, $7.3 million, the company generated $18.7 million in operating cash flow. This operating cash flow print is more than double the cash generated in the prior-year period.
While we acknowledge the potential of PSIX as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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