Artificial intelligence (AI) isn't just straining the national power grid. |
It's breaking it. |
This is no longer science fiction or some distant future problem. The warning lights are flashing right now – and what's unfolding is rapidly becoming a national emergency. |
That's why the Trump administration just made a move last week that sent shockwaves through Silicon Valley and Wall Street. |
The White House wants to force Big Tech companies to finally foot the bill for the massive energy demand coming from their AI data centers. |
The proliferation of these centers across the country is causing electricity prices to skyrocket for everyday Americans. |
Take PJM Interconnection, for example. It's the largest power grid in the United States… keeping lights on for 65 million people in 13 states and Washington, D.C. |
But PJM is facing a huge problem: The cost to secure standby power has exploded. |
Standby power is electricity that isn't being used right now – but is guaranteed to be available instantly when demand spikes. |
Grid operators like PJM pay power plants to stay ready to turn on at a moment's notice. This backup power is what prevents blackouts during heat waves, outages, or sudden surges in demand. |
AI data centers run 24/7 and pull massive amounts of power, forcing grids to secure far more standby capacity. When that backup supply is scarce, prices explode. |
According to PJM watchdog group Monitoring Analytics, more than $23 billion in recent price increases is tied directly to AI data centers. Those costs get passed straight to PJM customers. |
That's why the Trump administration stepped in. |
The White House is now pushing AI companies to pay nearly $15 billion in new baseload power for PJM and lower prices for rate payers. |
This is all part of what Teeka calls the "Genesis Mission." It's unfolding in real time. And if you position yourself now, this idea could nearly double your money in a year. |
| | | | Has Teeka Lost His Mind? | | Big T recently released this controversial video… | Where he said Nvidia could help fund your entire retirement… | WITHOUT you having to buy a single share. | Has he lost his mind? | See the proof for yourself, and you'll be the judge. | He will even share his personal brokerage statement with you… | Showing how he has personally made hundreds of thousands of dollars in the last 12 months with this secret... | |
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AI Is Straining the National Grid |
The Genesis Mission isn't about the next chatbot or flashy AI app. It's about the moment the world realizes that AI doesn't run on code alone – it needs electricity, steel, cement, cooling systems, turbines, and transmission lines. |
In other words, AI needs power grids to function. And across the country, power grids are stretched to their limits. |
Entire regions are discovering they simply don't have enough capacity to support the explosion of data centers needed to train and run next-generation AI models. |
And nowhere is this stress more visible than PJM. |
Each year, the utility runs a capacity auction to make sure there's enough electricity available for periods of peak demand – like extreme heat in summer or severe cold in winter. |
Over the past two years, the price the grid pays for this standby power didn't just go up... it's exploded 10-fold. |
That's why the White House stepped in. |
Last month, President Trump launched a new AI initiative titled "Ensuring a National Policy Framework for Artificial Intelligence." |
Some are comparing this executive order to the Manhattan Project. That's the top-secret U.S. government program during World War II that built the world's first atomic bomb. |
As soon as Teeka read about this initiative, he knew it would be a game-changer. |
Here's what he wrote in his recent report, The Genesis Mission: The Top Three Companies Powering the AI Revolution: |
For the first time in history, Silicon Valley and the U.S. government are coming together to completely overhaul the nation's energy infrastructure. That's why we're not digging for gold by trying to uncover the biggest AI stock of tomorrow. Instead, we're putting our money behind the industrial "picks and shovels" companies that will benefit from the massive amounts of money that will be spent building out AI's infrastructure. | | | | (Get a copy of this report right here) |
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Since Teeka published that report in December, we've seen the federal government pump billions of dollars into "picks and shovels" companies hired to build the physical infrastructure for the popular AI companies to function. |
Earlier this month, the Trump administration announced a $2.7 billion investment into domestic uranium enrichment. This capital is being deployed to build a secure U.S. nuclear supply chain and relieve strain on our national power grid. |
If you think this trend is over, I want you to think again. Because it has long legs. |
Today, AI data centers account for 4% of total U.S. electrical consumption. This figure is expected to swell 133% by 2030. |
To meet this demand, McKinsey estimates companies will invest almost $7 trillion in data center infrastructure by 2030. That's nearly the combined GDP of Germany and France. |
For years, these tech giants have been building AI data centers that have caused electricity prices to explode across the country. This has created a massive blind spot for most investors, but for us, it's the ultimate window of opportunity. |
| | | | Sell Nvidia. Buy These Instead. | | Nvidia has had another historic year. | But according to Big T, the easy money is already gone. | He first recommended Nvidia back in 2015... before it surged more than 25,000%. | Today, he says it's no longer cheap. | That's why he's shifted his focus away from Nvidia, and toward these overlooked stocks he believes are trading at a massive discount to the average high-flying AI name. | These companies aren't building AI. | They're using it, and Big T believes that's where the next phase of gains will come from. | He's urging everyone to look at these names before February 17th. | |
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Where Politics Go, Profits Follow |
According to Bloomberg, the wave of data center construction now underway is expected to triple U.S. energy demand over the next decade… And a significant share of that buildout is concentrated inside the PJM Interconnection footprint. |
As these data centers multiply, they're triggering what could become the largest capital-expenditure boom since the interstate highway system, requiring massive upgrades across power generation, transmission lines, substations, and grid infrastructure. |
That's why Teeka and I aren't chasing flashy AI names everyone already knows. Instead, we believe the next round of outsized profits will come from the companies leading Phase Two of the AI wave. |
Phase One belonged to the AI Builders – names like Nvidia, AMD, and Broadcom. These are the companies that built the vast AI networks. |
Teeka believes Phase Two will belong to the AI Adopters – legacy blue-chips that use AI technology to increase efficiency, cut costs, and expand margins… And stealth AI "picks and shovels" companies hired to build the physical infrastructure for the popular AI companies to function. |
You'll find these types of overlooked companies inside Teeka's research service, The Asymmetric Edge. |
And in his latest special report, The Genesis Mission: The Top Three Companies Powering the AI Revolution, Teeka goes even deeper – highlighting companies providing energy solutions to AI data centers. |
One company in particular provides critical backup power to PJM. Based on our research, it has the potential to double over the next year as the AI energy crunch accelerates. |
The other two companies in this report supply energy services and solutions to expand U.S. energy production. I can't reveal the names out of respect to our paid subscribers… But they're up 30% and 64% since adding them to the portfolio last month. |
We believe these gains are just the beginning. Based on our projections, they have the potential to deliver gains of up to 1,833%. And that's because they'll benefit from the government's policy changes and the surging energy demand for years to come. |
Here's the bottom line... |
When the White House steps in and tells Big Tech to start paying for power, it's not about politics – it's about reality. |
And the reality is AI has outgrown the grid. |
Nowhere is that stress more visible than inside PJM Interconnection, where soaring AI data center demand has forced emergency action. |
We're about to see trillions of dollars pumped into power generation, grid infrastructure, and backup capacity. |
That's exactly what Teeka has been preparing you for with the Genesis Mission. |
While everyone else is focused on the "front end" of AI software, we believe some of the biggest profits moving forward will come from the AI "picks and shovels" – the energy companies helping to keep the grid intact. |
Don't Watch the Future Happen. Own It! |
Houston Molnar |
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