7 charts that will teach you more about investing than school did: 1. Bill Ackman sold the bottom

$VWAV VisionWave is building around AI-driven defense, RF sensing, and autonomous security systems. Recent financing, acquisitions, and partnerships continue expanding the platform. Communicated Disclaimer: tinyurl.com/2ezu68r4

Most investors still see $MARA Marathon as a Bitcoin miner The company now has a 2.2 GW power pipeline and exposure to the sovereign AI infrastructure market via Exaion Power and AI sovereignty are becoming 2 of the most valuable assets in the world Must watch for investors:

Goldman Sachs projects $7.6 trillion of AI infrastructure capex through 2031 Every new generation of AI infrastructure requires more compute, more power, and more capital than the last The opportunity for $CRWV $NBIS $MARA and $IREN is still widely underestimated

$CIFR Cipher revealed $AMZN AWS as the tenant behind its Stingray data center project The deal includes a 15-year triple-net lease, nearly 100% NOI margins, and $2 billion in contracted payments These are some of the strongest AI data center economics we’ve seen disclosed

$APLD Applied Digital just signed a 210 MW lease for Delta Forge 2 The company now has 1.4 GW of leased capacity, ~$36 billion of contracted revenue, and ~$86 billion including renewal options The AI infrastructure buildout is extraordinary:

The AI neocloud category is one of the most misunderstood sectors of the AI infrastructure trade: 1. $MARA Mara (AI Sovereignty) American hyperscalers have a legal problem serving foreign governments. The CLOUD Act means data stored on AWS or Azure is potentially accessible to the U.S. government and foreign nations are not okay with that. MARA acquired a 64% stake in Exaion, a subsidiary of French state-owned energy giant EDF, specifically to serve governments and enterprises that need AI infrastructure their own governments actually control. That is a customer base $AMZN AWS cannot legally compete for. And once its Long Ridge acquisition closes later this year, MARA’s operational and development footprint reaches roughly 2.2 GW. This is no longer a Bitcoin miner but an AI play hiding in plain sight. 2. $NVT nVent (The Vera Rubin Buildout) nVent is not a neocloud but you cannot build one without it. The entire Vera Rubin generation is defined by one design choice: $NVDA NVIDIA made the NVL72 racks 100% liquid cooled. That single decision turns nVent into a direct beneficiary of every Rubin rack deployed, because each one needs exactly what nVent makes: liquid cooling hardware and rack level power protection. As Rubin ramps through the second half of 2026, that demand flows straight into nVent’s order book, which hit a record $2.6 billion last quarter. It compounds quietly at 20% operating margins while the rest of the market chases the headline names. 3. $CRWV CoreWeave (The Essential Cloud) When companies build and deploy AI models they need somewhere to run them. CoreWeave is becoming the place the best ones go. Vera Rubin is NVIDIA’s next generation chip delivering roughly five times the inference performance of what exists today and CoreWeave is among the very first to deploy it at scale. That early access is how you end up with nearly $100 billion in contracted backlog from $META Meta, Anthropic and Mistral. They are not signing decade long commitments to a GPU rental company. They are betting on the infrastructure layer the AI economy runs on. 4. $IREN IREN (Energy-to-Compute) The thing most people miss about AI infrastructure is that GPUs are not the bottleneck. Power is. You can order chips today and wait years for the electricity to run them. IREN has secured 4.5 GW of power globally and needs only a fraction to hit near term targets. Microsoft is already a customer. NVIDIA signed a landmark partnership. And the Mirantis acquisition brought in hundreds of engineers with a decade of enterprise cloud experience across over a thousand customers. The runway here is genuinely difficult to overstate.

🔦 Speaker spotlight: @investmattallen, Founder & CEO of @bean_wealth, joins the EIF 2026 speaker lineup. Matt leads a financial media and investment research platform reaching millions of investors across newsletters, podcasts, YouTube channels and digital media brands. Through BeanResearch, his team focuses on technology, AI infrastructure and geopolitical investing themes shaping global markets. As energy demand, AI infrastructure and capital markets converge, retail investors need better ways to understand the opportunity. That is why this conversation belongs at EIF. 📍Dallas | July 23, 2026 🎟 Use code EIF20 for 20% off tickets 🔗EIF2026.com #EnergyInvesting #AIInfrastructure #RetailInvestors #CapitalMarkets #EIF2026 #AI #NASDAQ #DataCenter #BitcoinMining #Infrastructure #Energy

$SUGP SU Group Holdings operates in a niche that doesn’t get talked about enough. The company provides security engineering, electronic security systems, and screening solutions used across transportation hubs Disclaimer: tinyurl.com/yvs9h3b8

$SMX Security Matters is focused on a simple idea: As recycled materials become more valuable, proving what’s actually in them becomes more important. That’s the verification layer SMX is building. Disclaimer: tinyurl.com/5b387td2 Sector Peers: $IBM $PLTR $LYB $DOW

$ONCY Oncolytics Biotech is focused on helping the immune system recognize and attack cancer more effectively. Its lead therapy, pelareorep, is being studied across multiple cancers including colorectal, pancreatic, and anal cancer, with a strong focus on combining it with existing immunotherapy treatments. The company recently brought in a new CEO who previously led Ambrx through its ~$2B acquisition by Johnson & Johnson, while upcoming clinical updates and regulatory discussions remain key catalysts. Disclaimer: tinyurl.com/26m3x87w

$ONCY Oncolytics Biotech continues to build around pelareorep, its lead cancer therapy candidate. For investors, the story is increasingly centered around clinical progress and moving toward later-stage development. Disclaimer: tinyurl.com/26m3x87w

$CRWV Coreweave just became the first AI cloud provider to fully deploy and validate $NVDA Vera Rubin The fastest path to the newest NVIDIA infrastructure is increasingly running through CoreWeave This is why the company continues to separate itself from the rest of the market

$ONCY Oncolytics is focused on advancing pelareorep across the toughest cancer markets, including pancreatic, colorectal, and anal cancer. They rbrought in CEO Jared Kelly, who previously led Ambrx through its roughly $2B acquisition by $JNJ Disclaimer: tinyurl.com/26m3x87w

Dylan Patel: “There are tons of reasons you need CPUs.” Most investors are focused on GPUs, but CPUs are becoming a critical piece of AI infrastructure As AI applications and inference workloads grow, demand is accelerating across the entire compute stack

$AMZN AWS CEO: “Compute demand is so excessive that we have never retired old A100s.” The AI infrastructure buildout is happening so fast that even outdated GPUs remain valuable Most investors still underestimate how much compute capacity the AI economy will ultimately require

Goldman Sachs projects token usage from AI agents will increase 24x by 2030 This is massively bullish for neoclouds like $CRWV, $NBIS, $MARA, and $IREN as persistent inference demand drives enormous compute needs The AI infrastructure boom is still very early

$GRML Greenland Mines is tied directly to one of the biggest geopolitical investment themes developing right now: critical mineral independence. The company’s Skaergaard project in Greenland has exposure to gold, palladium, rare earths, titanium, and other strategic minerals tied to defense systems, AI infrastructure, energy, and advanced manufacturing. As the U.S. and Europe push to reduce dependence on China for critical materials, Greenland keeps becoming a more important part of the conversation. Disclaimer: tinyurl.com/4xs2avzd

Gavin Baker says the neocloud trade is far more durable than most investors realize “Not all GPU hours are the same.” He argued companies like $CRWV CoreWeave are operating at a completely different level than low-end providers Investors need to watch this:

Added 2 new positions in BeanFlagship, our AI infrastructure Autopilot fund: CoreWeave $CRWV: Every major company in the world is racing to build AI and they all need one thing: computing power. CoreWeave owns tens of thousands of GPUs, the specialized chips that power every AI model being built today, and rents that computing power to the companies that need it. Think of it like owning the power grid during an industrial revolution. Everyone needs what you have and nobody can build fast enough to compete with you. Demand is so far ahead of supply that prices keep rising and customers are paying upfront just to lock in capacity. That is not a struggling company. That is a company with all the leverage. They are guiding for $25 billion in revenue by 2027 and I believe they get there. This is one of the most important infrastructure buildouts in a generation and CoreWeave is sitting right in the middle of it. nVent Electric $NVT: Everyone is focused on the GPUs. Nobody is asking how you keep them from melting. nVent makes the liquid cooling systems that sit inside every major AI data center and without them, a $10 billion investment in chips dies from overheating. They grew this business 76% organically in Q1 2026, have a $2.6 billion backlog that has tripled in a year, and fewer than 10% of data centers use liquid cooling today. The runway here is a decade long. This is infrastructure nobody talks about but everyone needs.

Chamath Palihapitiya says AI companies now need three things: “land, power, shell.” The AI race is a race for power as electricity demand explodes across data centers The companies securing energy capacity today are positioning for the next decade of AI infrastructure demand