Jul. 19 at 6:35 PM
The United States could require more than 100GW of data center capacity by 2030. ⚡
（Part 3）
The AI infrastructure buildout continues to accelerate, supporting long-term demand for compute, power, and digital infrastructure.
The following 19 related stocks are currently experiencing a significant pullback from their recent highs.:
$WYFI •
$25 from
$47
$SHAZ •
$63 from
$97
$BTDR •
$11 from
$21
$MARA •
$10 from
$16
$RIOT •
$18 from
$30
Large drawdowns have reset expectations across the sector, but the long-term AI and data center thesis remains a key theme I'm tracking. The focus is on execution, balance sheets, and who benefits most as capacity expands.
The next list is about to be released! Are you going to miss out again?
I’m not financially struggling, so I choose to share what I’m watching for free. NFA.
