Every January, the world's elite descend on Davos for a gathering that feels less like an economic forum and more like a royal summit. |
Private jets carrying the world's wealthiest individuals line up on icy runways… Five-star hotels overflow with glitterati… Champagne flows in Michelin-rated dining rooms… And behind closed doors, the most powerful people on the planet gather under one roof. |
Presidents, monarchs, and prime ministers flock to this extravaganza each year, mingling with the top brass of the world's most powerful militaries. |
From the private sector, the guest list this year included nearly 830 CEOs from titans like BlackRock, Microsoft, and Nvidia, alongside dozens of other millionaires and billionaires. |
To keep this elite group safe, the Swiss government deployed more than 5,000 soldiers while the world's most powerful people wined and dined. |
Now, if you turned on the news, you probably saw one story dominating the headlines from the World Economic Forum in Davos: Greenland. |
After weeks of threatening to seize the island territory, President Trump announced America and its European allies had reached a "framework" on a potential Greenland deal. |
It was exactly what the mainstream media wanted to cover. Flashy and controversial. |
But while everyone else was distracted by Greenland, a much bigger story was brewing in the private hallways of Davos. |
It's a story we have been tracking for weeks – something Daily editor Teeka Tiwari calls The Genesis Mission. |
| | | | Nvidia's $16 Trillion Paycheck Program | | This might sound crazy... | But Nvidia could help fund your entire retirement… | Without having to buy a single share. | Big T has personally made hundreds of thousands of dollars in the last 12 months. | He reveals everything here, and he believes these payouts are about to balloon like we've never seen before. | In fact, according to Morgan Stanley, there's $16 trillion on the line. | And if you follow Big T's blueprint… | Some of that money could flow straight into your pocket… | Starting on February 17th. | |
| |
| | |
|
More Pipes and Power |
The world is facing a massive energy crisis, and the most powerful people on the planet are finally starting to admit it. |
At the forum, U.S. Energy Secretary Chris Wright dropped a bombshell: The world needs to more than double its oil production to meet future energy demands. |
During a discussion with Vicki Hollub, CEO of energy giant Occidental Petroleum, Wright made it clear that – despite all the talk of a green transition – the world will depend on oil for decades to come. |
The reason is simple: Artificial Intelligence (AI). |
I've told you before that AI isn't just straining our power grid – it's breaking it. |
In the U.S. alone, AI data centers already consume 4% of all electricity, a figure expected to jump 133% by 2030. |
This isn't just a U.S. problem. It's a global one. |
According to research from banking giant Goldman Sachs, global power usage by AI data centers is expected to leap 165% by 2030. |
So it's no surprise Olivier Blum, CEO of French multinational Schneider Electric, warned Europe also faces an energy crunch. He said: "AI is the digital engine of growth, but it is also a massive consumer of one of the world's most in-demand resources – energy." |
Here's the problem: We're facing a serious bottleneck… |
The industrial giants building data centers powering the AI trend are facing years-long backlogs for critical parts like natural gas turbines. |
Even worse, the process of actually getting this new equipment connected to the U.S. power grid can take more than a decade. |
You don't have to take my word for it. |
Just look at what the CEO of the world's most valuable company told the head of the world's largest asset manager in Davos. |
During a conversation with BlackRock CEO Larry Fink at the forum, Nvidia CEO Jensen Huang said this… |
Despite hundreds of billions already spent by Big Tech companies, AI's development will require "trillions of dollars" of spending on what he called the "largest infrastructure build-out in history." |
BlackRock's own strategists reinforced that message in a report released during the forum. The report noted the need for more "pipes and power." |
These aren't just two random guys exchanging pleasantries. |
Huang runs the largest AI company in the world with a market cap north of $4.5 trillion. Fink's company manages $14 trillion in assets. |
The massive backlog they've identified is why President Trump signed four executive orders last year to expand nuclear energy production. It's why energy policy suddenly moved to the center of the AI conversation. |
And it's why we believe we're entering the largest capital-expenditure boom since the interstate highway era. |
| | | | Big T's $5 Million AI Bet | | Big T is going all in on what he believes will be the hottest trend in 2026. | With this strategy… | He believes you'll have the chance to capture massive gains while protecting your money against any AI bubble risk. | He's so confident, he's put over $5 million of his own money into it. | |
| |
| | |
|
The Rotation to "Stealth" AI Has Begun |
The series of executive orders is nothing short of rocket fuel for companies building out the physical infrastructure for AI data centers. |
That's why Teeka calls it The Genesis Mission… because it's comparable to the Manhattan Project, the top-secret U.S. government program during World War II that built the world's first atomic bomb. |
As the number of data centers skyrockets, it'll create the largest capital-expenditure boom since the interstate highway era. That's because it'll need massive upgrades across transmission, generation, and energy infrastructure. |
Some estimates forecast AI hyperscalers Alphabet, Amazon, Microsoft and Meta to spend up to $5 trillion over the coming years as they race to build data centers and other infrastructure. |
But while most investors are chasing "flashy" AI names, our research suggests the next wave of fortunes from this trend will come from stealth AI "picks and shovels" companies. These are the data center builders, the energy suppliers, and the grid operators. |
You'll find these types of overlooked companies inside Teeka's new research service, The Asymmetric Edge. |
We've already identified three companies positioned to profit from this energy bottleneck. We've put them in a special report called The Genesis Mission: The Top Three Companies Powering the AI Revolution. |
One of these companies provides critical backup power to grid operators, and it could double over the next year as the energy crunch accelerates. |
Another sits right at the intersection of AI and nuclear energy power, an industry Bank of America predicts will become a $10 trillion market by 2040. |
The results are already starting to show. Two of the companies in our portfolio have gone up as much as 36% and 71% since we added them to our portfolio last month. |
While these gains are impressive, they're just the beginning. We expect our subscribers could make as much as 18x their money on these stocks. To put that in perspective, you'd need to hold the entire S&P 500 for nearly 30 years to see comparable returns. |
And while these names have been running and gunning, the names Teeka warned you to stay away from last year have been collapsing. AI "pure plays" like Nvidia, Palantir, and CoreWeave are down an average of 22%. |
While the mainstream media was fixated on the Greenland controversy coming out of Davos, the world's most powerful people were busy behind closed doors, mapping out the future of the global economy. |
They know what's coming. They've seen the data. And they're already allocating trillions of dollars to the largest infrastructure build-out in history. |
The doors at Davos may be closed to the public, but the window for you to get ahead of this massive capital-expenditure boom is still open – for now. |
Because by the time the mainstream media stops talking about Greenland and starts talking about The Genesis Mission, the biggest opportunity of the decade will have already passed you by. |
Don't Watch the Future Happen. Own It! |
Houston Molnar |
|
|
|
0 التعليقات:
إرسال تعليق