Amazon, Alphabet Microsoft, Meta Platforms and Oracle will invest over $700 billion in AI data centers in 2026. That’s sending Micron +238% Sandisk + 661% this year. |
These new AI data centers require vast amounts of electricity. And that’s why a secret group of hidden AI stocks are quietly building the Oppenheimer AI Project. |
My Estimates suggest that 5 undiscovered stocks could jump 389% - 1,355% in the coming years. |
Go here to get the details. |
President Trump wants to quadruple America's nuclear power. |
His goal is 400 gigawatts of capacity by 2050, up from roughly 100 today. And he thinks we can achieve that goal with 10 large reactors under construction by the end of the decade. |
Go here for details on the AI energy play I'm buying now. |
This isn't a slow-moving policy paper. It's already producing results. |
This year, three pilot reactors hit a key technical milestone — sustaining a controlled reaction — by the July 4 deadline the administration set. The Nuclear Regulatory Commission has been ordered to rule on new licenses within 18 months, roughly half the time it used to take. |
So why the rush? |
One word: AI. |
5 hidden stocks could be critical to this new plan. Here’s a link to the full story. |
Nuclear supplies about a fifth of U.S. electricity today. Data centers could consume 17% of all U.S. power by 2030 — up from roughly 5% now. That's an enormous new source of demand hitting a grid that wasn't built for it. |
Power, not chips, is the real bottleneck on AI. |
And that's exactly the point Ken Griffin made last month. |
Griffin runs Citadel, one of the most successful hedge funds ever built. At a Goldman Sachs event, he laid out an energy framework that cuts through almost every talking point in the debate. |
His starting point is nuclear. Griffin argues it has almost no carbon footprint and one of the lowest mortality rates of any energy source ever used. He points out that hydro power has killed far more people than nuclear ever has. The public sees nuclear as uniquely dangerous. The data says otherwise. |
He's skeptical of the renewables story. By his math, a solar panel — most are made in western China using coal power — has to run seven years just to offset the coal burned to build it. Wind blades, he notes, are carbon fiber that can't break down and end up in landfills. |
His point isn't that renewables are useless. It's that the story sold to the public leaves out the inconvenient parts. |
Until fusion arrives, Griffin's answer is nuclear plus natural gas — and he frames the whole thing around AI. |
The data centers get built somewhere no matter what we do. The only question is whether they get built here or overseas. His fix for the "not in my backyard" gridlock is one line: if you want to build a data center, build the power generation right alongside it. |
Here's the takeaway. |
The company that solves the power equation dominates the next fifty years. Washington is now pushing in that direction, and one of the sharpest investors alive is making the same case. |
Discover my #1 Trade for 2026 – it’s the secret backdoor to the AI Revolution. |
Amazon, Alphabet Microsoft, Meta Platforms and Oracle are already investing over $700 billion in AI data centers this year. |
They’re rushing to secure access to energy to power the AI revolution. 5 hidden stocks could be critical to this initiative. And early investors could see huge gains. |
Click here now to get important details. |
Ian Wyatt
Editor, Daily Profit |
0 التعليقات:
إرسال تعليق