Ep.475 Selling the Pickaxes of the AI Gold Rush: The Unseen Wealth in Physical Infrastructure and Baseline Power

The 2026 AI gold rush isn’t about flashy software—it’s about the power grid. With tech giants pouring hundreds of billions into data centers and nuclear energy to keep their systems online, the real "pick and shovel" play is in the raw materials. Software is useless without baseline power. Time to make sure your portfolio has exposure to the true backbone of the boom: energy, copper, and digital infrastructure. Send us Fan Mail