💰 THE AI STOCK I’M WATCHING ISN’T AN AI STOCK
Everyone is hunting for the next 10× AI winner.
But I’m watching something much less exciting:
POWER. ⚡
AI data centres don’t run on hype.
They run on electricity — and demand is exploding.
That creates a second-order opportunity investors may be overlooking:
🏭 More data centres
⚡ More electricity demand
🔌 More grid investment
💰 More spending on power infrastructure
The interesting question isn’t simply:
“Who will build the next AI model?”
It’s:
👉 “Who gets paid when AI needs dramatically more electricity?”
That’s the part of the AI boom I think deserves more attention.
💬 Would you invest in the companies supplying the AI infrastructure rather than the AI itself?
YES ⚡ / NO 🤔
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