Small-cap breakout: 260% surge validates infrastructure thesis

Nimble operators outperforming tech giants in AI infrastructure race

Hey,

While tech giants struggle with capacity constraints, smaller operators are delivering massive returns for investors who saw this coming.

One company’s 260% rally following an $11 billion deal proves that speed-to-market offers serious competitive advantages in this space.

These nimble operators could be positioning for $1 billion in annual operating income within five years. Full story.

-Christopher

P.S. Several former crypto mining companies are pivoting to AI infrastructure—creating a whole new category of operators. You really need to read this before it’s too late.