AI Is Booming—Here’s Where the Hidden Supply Chains Live
Beyond Nvidia: where infrastructure, data, and energy may lead the second wave
Don’t Just Chase AI—Build Around It
Nvidia’s $100B data center expansion shows that the AI boom is only getting started. But instead of chasing already-inflated names, consider where the real infrastructure support comes from.
Why This Matters
AI growth is driving demand for chips, energy, cooling systems, fiber optics, and cloud storage.
Rate cuts make financing long-duration infrastructure projects more attractive.
Smaller infrastructure players may be better valued and more leveraged to AI buildout.
When Alabama Wins, This Nasdaq Brand Wins Too
With equity in the brand and athletes fueling merch drops, the University of Alabama is all in. This Nasdaq built the tech-and it's already live.
See why Alabama made this play
Opportunity Zones
Cooling + Power Infrastructure – Data center utility providers, energy storage, HVAC tech.
Cloud architecture & fiber – Network infrastructure companies that support AI throughput.
Semiconductor supply chain – Not just chipmakers, but suppliers, packaging, and test equipment vendors.
Real estate & REITs – Data center landlords, edge computing facilities, colocation providers.
Don't buy Oracle, do this instead
Where to put $5,000 right now
Risks to Consider
High capital requirements.
Delays in AI project implementation or spending slowdowns.
Power availability or regulatory constraints.
Bottom Line:
AI will be a multi-year theme. The second layer—those powering, cooling, storing, and distributing AI infrastructure—might hold the more sustainable upside.
National 'Stock Market Reset' Coming September 30 (New WH Order)
Behind closed doors, the White House has ordered a historic reset of the U.S. economy that will affect 65 million Americans and every AI company in the country... including Nvidia, Microsoft, and Google.
This move is controversial, to say the least.
It seems most major news outlets either cannot or will not talk about it.
But the fact is, it has already been signed and made official.
By law, this new reset MUST occur on or before September 30, 2025.
And it will have radical, permanent implications for all the market's largest stocks.
Come September 30, if you're caught off guard, I believe it could be one of the worst days of your financial life.
But... if you just take a small list of straightforward steps today... and get your money in position now... you likely have nothing to worry about.
Click here to see exactly what's coming on September 30 - and how you can prepare your wealth for it.
This is general information only and not financial advice. Please consult a licensed professional before making investment decisions.