The Next Leg of the AI Trade: Why I’m Positioning Early in Power
Good morning, traders and investors. Before we get into the setup, let me say something clearly: I’m here to help you and guide you through the market, not to make promises I can’t keep.
The next leg of the AI trade isn’t just in the chips — it’s in the power infrastructure feeding them. I’m positioning early in select power names ahead of what I think is a multi-year buildout.
Want the full breakdown, tickers and levels? The complete post is on Patreon.