Dec. 10 at 8:30 AM
$V $CCJ $ANET $APP $ARM
The market is entering a window where structural demand—not headlines—will drive the next major leg of growth. AI data centers, compute infrastructure, and large-scale energy production are expanding faster than most investors realize, creating a multi-year buildout unlike anything seen in decades. As rate cuts approach and capital rotates toward long-duration assets, companies with locked-in contracts and multi-year demand stand to benefit disproportionately. Across the AI and energy supply chain, a handful of firms are positioned at the center of this transformation. These seven companies aren’t chasing hype—they’re powering the backbone of the next decade.
https://www.wizeinvesting.com/p/ai-power-surge-7-companies-set-to-explode