Wall Street's $500B AI blindspot
The Trump administration just announced the largest AI infrastructure investment in history - $500 billion for the Stargate project with OpenAI, Oracle, and SoftBank.
But there's a critical flaw in Wall Street's AI enthusiasm that nobody's talking about...
NVIDIA needs to generate $354 billion in free cash flow a decade from now just to justify its current stock price. Yet the company faces a serious obstacle that could derail everything...
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P.S. A select group of energy companies are quietly accumulating strategic assets at pennies on the dollar. See why before Wall Street catches on.
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