Apr. 17 at 5:32 PM
Only 1 in 3 US data centers planned for 2026 are actually being built
The electrical equipment that powers them use to take 2 years to arrive, now it takes 5 years. However, Wall Street is spending
$650,000,000,000 building AI this year anyway
Here are 5 stocks that win if this bubble cracks:
• Walmart
$WMT: America's grocery store
• Dollar General
$DG: Discount retail for the bottom 60% of consumers
• AutoZone
$AZO: Aftermarket car parts. Up 3,865% over 20 years
• McDonald's
$MCD: Cheap food and a 48-year dividend growth streak
• Johnson & Johnson
$JNJ: Pharmaceuticals, medical devices, Band-Aids