The AI infrastructure arms race reaches critical mass

Institutional money flooding in while retail investors sleep...

Hey there,

Oracle's earnings today could mark the moment when AI infrastructure demand officially outpaces supply.

But smart money has been positioning for months in the companies that will benefit most from this shortage.

What they discovered about the computational resource crisis brewing behind the scenes could completely change how these infrastructure stocks perform over the next year. Access full story here.

-Christopher

P.S. The gap between AI ambitions and available infrastructure is widening faster than most realize. You really need to read this before it's too late.