Friends, |
Next Wednesday, June 24, at 8 pm ET… |
I’m going live with what I’m calling Project 938. |
Save your spot here for this special strategy session… |
Because I’m going to expose why the crypto market has been so challenging. |
Friends, if you've lost money in crypto recently… |
It’s NOT your fault. |
I recently discovered that proprietary traders on Wall Street have been rigging the crypto market with something I call “the extraction cycle.” |
Which is why I went behind enemy lines and recruited one of their top traders… |
A man with inside knowledge of how this extraction cycle works… |
A man who personally turned $25,000 into $726,000 in just about two years. |
Together, we’re going to show you how you can flip the script on Wall Street to double your money… |
Triple your money… and even make 10 times your money in a matter of days and weeks… |
With the smallest drawdowns you've ever seen… |
No matter what’s happening in the market. |
So please, RSVP here and I’ll talk to you next Wednesday, June 24, at 8 pm ET. |
Let The Game Come To You! |
Big T |
P.S. Register now and you'll be first to receive my new report, The No. 1 "Buy and Hold" Coin for the Next Bull Run, the moment it's released on June 24. |
If I could own just one coin for what's coming, this would be it. |
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In case you missed it, here’s Big T’s Digital Asset Daily |
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SpaceX Is No Longer Just a Rocket Company |
I get the excitement around SpaceX. It’s genuinely doing amazing stuff. But when you pull back the camera, something much bigger is going on here. |
When SpaceX merged with xAI in February, it became one of the largest AI infrastructure companies on the planet. |
Think about what that actually means in practice. |
SpaceX has signed compute deals worth more than $2 billion a month with Google and Anthropic — commitments that didn't exist when the company filed its S-1 just weeks ago. (S-1 is the registration statement a company files with the SEC before going public.) |
Now, Musk has talked about putting data centers in orbit. And look, I don’t doubt him. The man lands rockets that everyone said couldn’t be landed. |
But orbital data centers are years away, maybe a decade away. The power demand from AI is happening right now. Right here on the ground. And that gap between what's needed and what exists today — that’s where I’m focused. |
This Is the New Arms Race |
When I was coming up on Wall Street, I had the good fortune of working alongside some guys who had been through it all. Korea. Vietnam. The Cold War. These were men who had seen governments spend money in ways that defied economic reality. |
Early in my career, one of them pulled me aside and said something I never forgot. He said, “Teeka, when a technology becomes a matter of national survival, the checks never stop coming. Not in a recession. Not in a crash. Not ever.” |
I’ve carried that lesson with me for more than 30 years. But I didn’t just take his word for it. I went back and looked at the history myself. |
When the 1970s oil shock crushed the Dow by more than 45% after the Yom Kippur War, the government kept spending on defense. |
Over that decade, companies tied to national security like Boeing, Lockheed Martin, and McDonnell Douglas delivered average gains of more than 605%. The broader market rose about 19% over the same period. |
That’s the difference between taking a decade to grow $10,000 into $11,900 versus $70,500. |
That history has a direct line to what I’m focused on today. |
Last December, the Trump administration signed an executive order launching a new national AI initiative. The order has been compared to the Manhattan Project — the top-secret program during World War II that mobilized the entire scientific and industrial might of the United States to build the atomic bomb. |
More than 130,000 Americans worked on it at its peak, at a cost of $2.2 billion over five years — equivalent to more than $41 billion in today’s dollars. The full resources of the federal government were pointed at a single technological objective. |
The new executive order uses almost identical language. It explicitly directs the Department of Energy to deploy all of its resources toward winning the AI race. |
I’ve been watching Washington for a long time. When I see that kind of language in an executive order, I don’t ask whether the money is coming, I ask where it’s going. |
The Infrastructure Math Is Staggering |
The last time America committed to a buildout anywhere close to this scale, it was the Interstate Highway System. |
The government laid 46,000 miles of road that connected every corner of this country. It took 35 years to complete and cost the equivalent of $509 billion in today's dollars. |
That was considered one of the greatest infrastructure achievements in human history.
What’s coming now dwarfs it. |
McKinsey estimates global spending on data centers could reach nearly $7 trillion by 2030. Morgan Stanley Research forecasts U.S. data center demand could hit 74 gigawatts by 2028, with a projected shortfall of about 49 gigawatts in available power. |
That gap is roughly equivalent to the entire average power consumption of Florida, the third-largest electricity-consuming state in the country. |
Meta, Alphabet, Amazon, and Microsoft expect to spend up to $725 billion combined in capex this year alone on the AI data center buildout. Construction backlogs for data centers now stretch past 12 months. |
Here’s what I want you to take away from these numbers: this AI buildout is happening whether the SpaceX IPO booms or busts. It’s happening whether the market is bullish or bearish. The demand for power and infrastructure is already baked in. |
The Best Trade vs. The Obvious Trade |
Now, some of you are thinking: if not SpaceX, what about Nvidia? What about the other AI names everyone is already in? |
The numbers are hard to argue with. |
Between October 2022 and November 2025, roughly 75% of all gains in the S&P 500 came from the Magnificent Seven. Last year, Nvidia alone drove more than 15% of the index’s full-year gain. |
The popular tech companies riding the AI trend have been printing money for three straight years. I’m not here to tell you those are bad businesses. They’re not. Nvidia, Microsoft, Meta, Alphabet, Amazon — these are extraordinary companies. |
I know from experience the best trade and the most obvious trade are rarely the same thing. By the time a trade is on the front page of every financial publication on the planet, the crowd has already bought. These names are now priced for perfection. |
A year ago you were paying $43 for every dollar Nvidia earned. Today that’s come down to around $32 as earnings have grown. |
The bulls will say that’s proof the valuation is getting cheaper. And they’re not wrong. But when every major fund on Wall Street is in the same trade, the easy money is usually already made. |
That’s because Nvidia has to execute flawlessly, year after year, with no stumbles, no slowdown, no competitor catching up. The moment anything goes sideways, that multiple contracts fast. And when a $5 trillion stock re-rates, it re-rates hard. |
I’ve seen this movie before. In the late 1990s, the companies building the internet were real, the technology was real, and the opportunity was real. |
But the prices were so far ahead of the fundamentals that even being right about the technology wasn’t enough to make you money if you bought at the wrong moment. |
I’m not saying AI is the dot-com bubble. I don’t believe it is. What I am saying is that the best opportunities right now are not in the names everyone is already crowded into. |
The Smarter Trade to Make |
The AI arms race isn’t going to pause while investors figure out what to buy next. The buildout is happening right now. The power is being consumed right now. The contracts are being signed right now. |
And the companies actually delivering that power — the ones with long-term agreements already locked in, real revenue on the books, and dividends being paid while you wait — are still trading at a fraction of what the flashy AI names command. |
In the June issue of my flagship newsletter, Asymmetric Edge, I added one specific company to our speculative portfolio. It’s a fast-growing U.S.-based manufacturer that sits at a genuine chokepoint in the AI buildout. |
It designs the specialized powertrain systems and custom electrical switchgear that the largest data centers in the world urgently need right now. |
It’s not a household name. You probably won’t hear about it on CNBC. But without this equipment, Nvidia’s chips are useless. Super Micro’s servers sit idle. Even Amazon’s AWS data centers can’t come online. |
That’s why I view this company as one of the hidden gatekeepers of the AI boom. Based on our research, this stock could deliver gains as high as 274%. |
If you’re not a member yet, you can watch this briefing I recently recorded. |
The greatest gains won’t come from the popular AI names everyone is already crowded into. They’ll come from the companies building the infrastructure those names desperately need. |
Let the Game Come to You! |
Big T |
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