$100 Billion Just Committed—But Not Where You Think

The AI infrastructure buildout nobody's watching...

A $100 billion investment just dwarfed any technology commitment in history—potentially worth $500 billion based on current valuations.

One unnamed energy company generates $3.2 billion in operating income yet trades at just $8 billion market cap.

The absurd mispricing won’t last. Full story.

-Christopher

P.S. 130 new hyperscale data centers needed annually. The energy play is obvious. You really need to read this before it’s too late.