The AI boom made lithography machines and graphics chips into household tickers. The companies that quietly clean, move, and monitor the water behind those marvels will never enjoy that fame.
But as the chip wars grind on and scarcity shifts from silicon to the inputs that make it usable, owning the water people may be better business than owning the customers who merely use it.
Nobody brags about water stocks at cocktail parties - that's how you know they might actually work.
Charlie Garcia is founder and a managing partner of R360, a peer-to-peer organization for individuals and families with a net worth of $100 million or more. He owns shares of Organo Corp. and has no positions in the other companies or ETFs mentioned.
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-Charlie Garcia
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<p>The article suggests investing in water management companies involved in AI chip production may be more profitable than investing in chip manufacturers. Charlie Garcia, founder of R360, owns shares in Organo Corp. and invites readers to share their opinions with him via email.</p>

The real money in AI chips is in these stocks -2-