sport football: AI’s Power Problem Just Went Public

CNBC ran a story last week that most people will read the wrong way. The headline said President Trump wants Big Tech to help pay for new power plants to support artificial intelligence (AI) growth.

It may sound controversial. But I read it as an admission.

When the federal government openly tells the most powerful… and best-capitalized… companies on Earth to solve their own infrastructure problems…

It means the bottleneck is no longer theoretical. It's already here. And it confirms something Teeka and I have been warning about since late last year…

The $5 Million Signal

Last year, I spent five nights in Las Vegas for the Bitcoin 2025 conference. It's the largest bitcoin conference in the world, with more than 30,000 people attending at The Venetian resort.

Even though bitcoin was the main draw, I found myself talking to experts more about a different topic: energy.

At the conference, I spoke with representatives from energy giant Shell… motor oil company Castrol… and several smaller energy companies. Here's what I shared with you in the June 4, 2025 Daily:

All of them [the energy companies] are working on liquid cooling solutions or supplying energy for bitcoin miners and AI data centers. And this is great news for the long-term adoption of the industry.

Electricity is by far the largest direct cost for bitcoin miners. Bitcoin mining rigs, in some cases, create enough heat to warm swimming pools or entire neighborhoods.

Now, if you're a longtime reader, this isn't exactly news. We all know bitcoin consumes mind-blowing amounts of energy. But what was different last year, compared to previous years, was just how much focus there was on energy.

I've been attending bitcoin conferences since 2021 – back when they were inviting guys like Tony Hawk and Floyd Mayweather to put on a show for the crowds. For the most part, those crowds were made up of bitcoin maximalists and geeks.

Today, these events look very different. The "suits and ties" that once stayed away from crypto now dominate the conference floor. It's that institutional adoption Teeka has been pounding the table on for years.

And last year, the institutional money was all over energy.

The idea of energy being an outperformer was crystal clear to me, but I was worried.

Would Teeka agree with my assessment? After all, the energy sector has underperformed over the past two decades.

The State Street Energy Select Sector SPDR ETF (XLE), the largest energy ETF, is up only 122% since January 2005. The S&P 500 is up 394% over that same span.

I feared there was no way Teeka was going to be into this. So I called him, hesitantly, and we started talking. To my surprise, he told me he'd been neck deep in researching the energy markets and was hesitant to talk to me about it as well.

He told me he was pondering a multimillion-dollar shift in his own portfolio into energy. A few months later, he'd put $5 million of his own money into the space.

Look, I've been in this business for over a decade, but I still doubt my ideas sometimes. It's just the nature of the markets. They test your conviction.

That's why I'm glad to have Teeka in my corner. I get to hash ideas out with him, no matter how crazy they seem at the time.

He's seen everything – from the fall of the Berlin wall… to the Black Monday crash in '87… to the nuclear disaster at Chernobyl. Those four decades of experience give him an ability to spot massive shifts, in a way that most people can't.

And this story I'm telling you today is all about this shift, Big T, and I spotted late last year.

It's the reason we launched The Asymmetric Edge last month. And it turned out to be the best Christmas present for our paid-up readers.

Since we launched this new research service on December 23, two of our energy recommendations have already gone up as much as 36% and 71%. Meanwhile, top tech names like Palantir, Apple, and Microsoft are down 11% on average.

Here's what's driving energy's outperformance.

Has Teeka Lost His Mind?

Big T recently released this controversial video…

Where he said Nvidia could help fund your entire retirement…

WITHOUT you having to buy a single share.

Has he lost his mind?

See the proof for yourself, and you'll be the judge.

He will even share his personal brokerage statement with you…

Showing how he has personally made hundreds of thousands of dollars in the last 12 months with this secret...

FIND OUT FOR YOURSELF

When Capital Collides with the Real World

Last year, the Trump administration signed four executive orders aimed at expanding U.S. nuclear energy capacity. On the surface, it looks like an energy policy story. In reality, it's rocket fuel for what Teeka calls the AI "picks and shovels."

These are the companies hired to build the physical infrastructure like the data centers popular AI companies need to function.

And in a strategy briefing last month, Teeka predicted the "picks and shovels" companies would eventually get a huge lift from the government.

He was right. We just didn't expect it to happen this fast.

Never before have we seen the president of the United States… CEOs of the world's largest AI hyperscalers (companies like Alphabet, Amazon, Meta, Microsoft, and Nvidia)… And the energy sector…

All moving in the same direction, at the same time, to overhaul the electric grid. They're doing it because the numbers leave them no choice. AI data centers already account for about 4% of total U.S. electricity consumption. That figure is set to swell 133% by 2030.

To get there, companies will need to spend on data-center infrastructure in a big way. McKinsey estimates they will spend almost $7 trillion by the end of the decade. That's roughly the combined GDP of Germany and France.

Yet, despite all that money, the system is clogged.

Heavy industry publication Construction Dive reports data-center construction backlogs stretch 12 months or more. It's not because companies lack capital. It's because the physical infrastructure just isn't there.

It's a story we've seen before. Every major innovation – from the railroad to the interstate highway system – eventually hits a physical wall.

AI data centers consume up to 10x more power than traditional servers. And while software can scale overnight, power infrastructure cannot.

Building a new data center takes roughly 18-24 months. But securing sufficient power from the grid can take three to five years.

Leaving data centers underpowered for even a few years isn't an option. It would cost these companies billions in lost revenue. That's why the White House is trying to light a fire under Big Tech. The traditional utility model just can't keep up.

And, when a critical resource is scarce, the companies that supply that resource tend to soar.

We're already seeing early signs of this at The Asymmetric Edge. Our basket of AI energy "picks and shovels" plays is already up an average of 28% since late December.

But we're still in the early innings… Based on our research, we believe our subscribers could make 18x their money on those stocks.

And yet, most investors are still chasing flashy AI software names. Teeka warned you last year that those names would become laggards, and the facts bear it out. Since making that warning, the average Big Tech AI stock is down as much as 24%.

Sell Nvidia. Buy These Instead.

Nvidia has had another historic year.

But according to Big T, the easy money is already gone.

He first recommended Nvidia back in 2015... before it surged more than 25,000%.

Today, he says it's no longer cheap.

That's why he's shifted his focus away from Nvidia, and toward these overlooked stocks he believes are trading at a massive discount to the average high-flying AI name.

These companies aren't building AI.

They're using it, and Big T believes that's where the next phase of gains will come from.

He's urging everyone to look at these names before February 17th.

BUY THESE STOCKS

Solving AI's Biggest Bottleneck

When a revolutionary technology collides with a hard physical constraint… It boosts the companies that lay the groundwork for innovation to scale.

That's why one of the next waves of AI fortunes will be made in the companies that can help solve the power bottleneck.

We put the names of three of those companies in a special report called The Genesis Mission: The Top Three Companies Powering the AI Revolution.

We believe these companies are uniquely positioned to outperform during this electricity crunch. Based on our projections, they have the potential to deliver gains of up to 1,833%.

To put that in perspective, you'd need to hold the entire S&P 500 for nearly 30 years to see comparable returns.

This is the type of asymmetric opportunity we focus on inside The Asymmetric Edge.

And the fact that the government is taking such an interest in the energy sector… and the mainstream press is only now starting to talk about it… suggests we're at the forefront of a massive trend.

Just like Teeka was with bitcoin when he recommended it in 2016, before it went on a 29,272% run.

And just like we were during the DeFi explosion of 2021… when our subscribers had chances to lock in gains of 6,069% and 53,978% on Chainlink and Ethereum.

So, if you missed out on Phase One of the AI boom, the good news is we're still early to play AI's Next Phase.

Don't Watch the Future Happen. Own It!

Houston Molnar