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Jun 12
The Next Trillion-Dollar Trade Is Hiding In Plain Sight
1/
Most investors are still chasing AI chips.
Wall Street already moved on.
The smart money is now positioning for the infrastructure required to power AI for the next decade.
Not software.
Not chatbots.
Energy.
2/
Here's what most people miss:
Every AI model needs 3 things:
• Electricity
• Data Centers
• Cooling Systems
Without them, AI growth stops.
Period.
3/
Global electricity demand from AI is projected to grow more than 3x by 2030.
That's creating a once-in-a-generation investment cycle.
The winners won't necessarily be the companies building AI.
They'll be the companies enabling AI.
4/
Watch where institutional money is flowing:
✓ Nuclear Energy
✓ Natural Gas
✓ AI Data Centers
✓ Grid Infrastructure
✓ Industrial Automation
These sectors are quietly attracting billions.
Retail investors haven't noticed yet.
5/
My thesis:
The next Nvidia-like returns won't come from the AI application layer.
They'll come from the picks-and-shovels businesses powering the AI revolution.
History repeats.
During the Gold Rush, the biggest fortunes were made selling the tools.
Not digging for gold.
6/
The market is still early.
And that's exactly why this opportunity exists.
What sector are you watching most right now?
👇
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63
🚨 The Most Important AI Story Isn't AI.
It's a metal you've probably never heard of.
1/
Everyone is watching Nvidia.
Almost nobody is watching the materials required to build the next generation of AI infrastructure.
That's where the real bottleneck is emerging.
2/
The next AI race isn't about software.
It's about who controls:
• Rare Earths
• Critical Minerals
• Optical Materials
• Power Infrastructure
Without them, AI scaling slows down.
3/
Wall Street is still pricing AI as a computing story.
Governments are starting to price it as a national security story.
That's a massive difference.
4/
Think about what powers modern civilization:
✈ Fighter Jets
🚀 Satellites
🤖 AI Data Centers
⚡ Electric Grids
All of them rely on the same handful of critical materials.
5/
The next trillion-dollar investment theme may not be AI itself.
It may be the companies securing the supply chain behind AI.
History doesn't reward the obvious trade.
It rewards the overlooked one.
6/
Watch where governments are investing.
Watch where defense budgets are expanding.
Watch where supply chains are being rebuilt.
That's where the next generation of winners will emerge.
The market is focused on chips.
I'm focused on what chips need.
👇
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5. Vertiv (VRT)
Theme: AI Infrastructure
Why:
Data center cooling solution
AI server power management
The biggest beneficiary of increased AI CAPEX
Indirect beneficiaries of the NVIDIA ecosystem
22
4. Howmet Aerospace (HWM)
Theme: Defense & Aerospace
Why:
Key suppliers of aerospace and defense parts
Beneficiary of increased NATO and U.S. defense spending
Expansion of aircraft production
Geopolitical risk beneficiaries
14
3. Freeport-McMoRan (FCX)
Theme: Copper Supercycle
Why:
Essential resources for building an AI power grid
Data center power demand increases.
Beneficiary of increased power infrastructure investment
Possibility of long-term supply shortages
11
2. Coherent (COHR)
Theme: AI Optical Networking
Why:
AI data center optical communication core
Beneficiary of next-generation photon chips
Direct beneficiaries of AI infrastructure expansion
Increased price negotiation power in the event of a supply shortage.
19
1. MP Materials (MP)
Theme: Rare Earth Monopoly
Why:
The largest rare earth producer in the United States.
Key beneficiaries of reduced dependence on China.
Possibility of U.S. government strategic support
AI, defense, and electric vehicles all connected.
17
🚨 HUMANOID WARBOTS LIVE-FIRING MORTARS.
Vegas test range.
AI-enabled kill chains.
No human soldiers required.
The defense contractors pricing this in yet?
7
🚨 BREAKING:
Trump signs Iran peace deal Sunday.
Strait of Hormuz opens to all traffic.
Pakistan PM confirms final text agreed.
IRGC still pushing back.
21% of global oil flows through Hormuz.
Do you trust this deal to hold?
30
🚨 TRUMP JUST ANNOUNCED FARMER BAILOUT CONSIDERATION.
Fertilizer costs crushing margins.
Fuel prices destroying profit.
$180 BILLION FARM SECTOR AT RISK.
Someone shorted agricultural futures 48 hours ago.
Who knew?
8
🚨 APPEALS COURT REJECTS SBF'S CONVICTION APPEAL
25-year sentence stands.
Fraud conviction upheld.
Trump his only remaining option.
From $32B empire to federal prison.
Think any crypto billionaire is actually safe?
5
🚨 BREAKING:
U.S. forces killed Tren de Aragua kingpin in Venezuela.
Kinetic strike on compound.
Foreign terrorist organization decapitated.
Trump's war on cartels just went kinetic.
Who's next on the list?
17
🚨 TRUMP ANNOUNCES IRAN DEAL FOR SUNDAY.
Tehran has not confirmed.
Strait of Hormuz still closed.
21% of global oil flows through there.
Someone is betting big on this timeline.
Who knew before the announcement?
19
🔴 PIMCO WARNING:
Debt defaults are starting again.
Equity valuations stretched.
Bond giant pivoting to fixed income.
When the world's largest bond fund sounds the alarm — who's still chasing stocks?
#Bonds
9
🚨 BREAKING:
Anthropic just BLOCKED foreign access to Claude Fable 5.
U.S. national security order.
4 days after launch.
The AI export wars have begun.
Which country loses access next?
1
26
🚨 PIMCO WARNING:
Debt defaults are starting again.
Equity valuations stretched.
Fixed income the new anchor.
The bond giant is rotating hard into credit.
Are you still chasing stocks at these levels?
2
🚨 BREAKING:
Khamenei buried July 9.
37-year rule ended by airstrikes.
Iran's power structure reshaping.
Oil markets haven't priced the chaos.
Who controls the Strait of Hormuz now?
5
🚨 BREAKING:
Anthropic just BLOCKED foreign access to Claude Fable 5.
U.S. national security order.
4 days after release.
The AI arms race just went kinetic.
Which country builds the next frontier model?
35
🚨 BREAKING:
US-IRAN PEACE DEAL IN 24 HOURS.
Pakistan mediating.
Sharif: "Closer than ever before."
Oil down 8% on the news.
Hormuz reopens.
21% of global supply flows again.
Who's buying this dip?
59
🚨 IRAN JUST CONFIRMED MOU WITH US.
War ends on ALL fronts.
Lebanon included.
Hormuz reopens.
Oil futures DOWN $8 IN 12 MINUTES.
Someone sold before the announcement.
Who knew?
51
Jun 13
🚨 BREAKING:
Massive Israeli troop buildup near Lebanon border.
Heavy armor moving south.
Demolition teams active.
Oil markets haven't priced this in yet.
How long before Brent reacts?
20