Energy · 50 views
The Smartest Way to Play the AI Boom in 2026
If you've been investing in the AI boom, you probably own most of the same names everyone else does. NVIDIA for the chips.
Energy 
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Summary
Power has become the binding constraint on the AI boom, and one $130 million stock just signed a 15-year, $2.6 billion lease that validates the entire thesis. Wall Street hasn't priced it yet.
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