Power shortage creates $500B infrastructure opportunity

Three companies solved the electricity problem while others scramble

Hey there,

Most data centers can't handle AI's massive power requirements.

This creates a infrastructure replacement cycle that could last years.

Yet the stocks of companies that solved the power problem are trading at bargain valuations because of efficiency fears that completely miss the point. Access full story here.

-Christopher

P.S. When technology gets more efficient, total usage explodes—basic economics that Wall Street forgot. You really need to read this before it's too late.