$145B infrastructure spending vs. 40% stock crash

Guess which one matters more for your portfolio

Hey there,

Tech giants are pouring $145 billion into AI infrastructure this year.

Yet AI infrastructure stocks just crashed 40% on DeepSeek efficiency fears.

This disconnect won't last long—especially when you see what's really happening with power demand and data center capacity. Access full story here.

-Luke

P.S. One company's revenue jumped from $189M to $982M in 12 months while its stock got crushed. You really need to read this before it's too late.