sport football: I Thought He’d Fire Me

I thought I was going to lose my job…

Back in March of this year, the Magnificent 7 had a combined valuation of roughly $17 trillion.

If you're not familiar with the Mag 7, they are Amazon, Apple, Google, Facebook, Microsoft, Nvidia, and Tesla. These are the companies driving the artificial intelligence (AI) megatrend in the stock market.

At those levels, the whole thing looked like a bubble – one of those setups any seasoned investor wouldn't go near with a six-foot pole.

So when I told Daily editor Teeka Tiwari we had to dive headfirst into the AI trade… He gave me the same look his previous publisher gave him in 2016 when he told them he was recommending bitcoin to his readers.

That mix of disbelief and concern. "Kid… are you sure you want to stake your career on this?" he asked.

As I expected, he pushed back hard: Everyone already knew the AI story, he told me. Sure, it's a generational trend. But right now, the trade is too crowded.

He wasn't wrong. AI valuations were high then and are even higher now. Price-to-sales, price-to-revenue, and price-to-earnings ratios for AI companies are in the stratosphere.

But that was the problem: Everyone was looking at the Mag 7 and similar AI companies. I was looking in a different direction.

"You're focused on the part of the AI trade everyone can see," I replied. "The real money's hiding where nobody's looking."

Here's why I'm telling you this – the same thing I told Big T in spring…

The next wave of big gains won't come from companies creating AI chips, bots, and programs. It will come from the companies that make AI possible.

The Truth I Had to Convince Teeka Of

The next big play in AI won't come from Silicon Valley – it'll come from the boring companies no one's paying attention to.

I'm talking about sectors like energy, utilities, healthcare, and construction.

Thanks to AI, sectors that people wrote off in the past as boring investments are going to see their margins expand over the next decade.

I know this sounds unbelievable – the same way Teeka's bitcoin call sounded in 2016 – but stay with me. Because here's the part almost no one is thinking about…

AI doesn't just need software. It needs cement, steel, wires, transformers, cooling systems, turbines, and servers.

Every new AI model… every new AI agent… every increase in computing power demands more electricity, more land, more data centers, and more grid capacity.

These aren't optional. They're mandatory. And that's where the real opportunity is hiding.

Energy Companies Are About to Become the New Tech Stocks

This is where I finally had Teeka's full attention: AI demand is breaking the global power grid.

The numbers don't lie…

Engineering and construction firms such as MasTec, Quanta Services, and Parsons have hit their largest backlogs in years as the AI buildout grows.
Power grids are strained to the edge. PJM Interconnection, the largest grid operator in North America spanning 13 states, predicts capacity shortages could affect the grid as soon as 2026 due to rising AI data center usage. And if data centers don't grow more for the added strain on the grid, energy bills could rise by $70 per month for the average family.
Nuclear reactor projects are restarting after decades. Last year, Microsoft inked a 20-year deal with Constellation Energy to bring the Three Mile Island power plant back online after one of the worst nuclear disasters on U.S. soil. Meta also signed a 20-year power purchase agreement with Constellation for clean nuclear energy.
And earlier this year, President Trump signed four executive orders to expand nuclear energy capabilities. Never before have we seen the president and CEOs of the biggest companies in the world pushing for a complete overhaul of the energy grid.

Here's what you need to understand about the opportunity at hand…

Energy isn't just an AI play – it is AI. Every AI model and AI agent relies on electricity to run. And that means they need energy – lots of it.

According to ConstructionDive, the backlog for data-center construction stretches 12 months. This is one of the clearest signs that a new multiyear wealth cycle is forming – not in Big Tech, but in the companies powering the AI boom.

That's why McKinsey estimates companies will invest almost $7 trillion in data center infrastructure by 2030. That's bigger than the GDPs of Germany and France combined.

As the number of data centers skyrocket, it'll create the largest capital-expenditure boom since the interstate highway era, with massive upgrades needed across transmission, generation, and energy infrastructure.

While everyone else chases the Mag 7 and flashy AI names, the next wave of huge gains will come from the companies laying the physical foundation – the builders, the energy suppliers, and the grid operators making AI possible.

This Feels Like 2016 All Over Again

The same way Teeka saw crypto's future before the world caught on… I believe we're in the early stages of the AI infrastructure trend – right before the market prices it in.

And to his credit – Teeka listened. He challenged me. He grilled me on my thesis. He made me prove my argument.

And in the end, he agreed.

He said: "Kid… You're right. This is massive. Over the long term, I think ExxonMobil ends up making more profit from AI than Facebook. And that's not priced in."

Again, I know all this may sound too good to be true. But this isn't the dot-com era, which was built on hype, dreams, and stories. This trend is being built on real capital… real demand… real earnings… and real growth.

Nearly a decade ago, Teeka had to fight a room full of people who thought crypto was a joke. Back in March of this year, I had to fight the one guy whose opinion I value more than almost anyone else in finance.

And I told him exactly what he told his publishers almost a decade ago: "This is the future. And it's going to make people rich beyond anything they can imagine."

Now, after months of vetting this idea, there's a reason I'm sharing it with you today.

Teeka and I are sketching out a new service built specifically to help everyday investors like you target these AI infrastructure plays before the crowd catches on.

If this is something you'd be interested in being a part of, please reply to this email or reach out to our U.S.-based, English-speaking Member Services Team, and they'll add you to our interest list. The email is MemberServices@TiwariResearchGroup.com.

At Tiwari Research Group, our goal is to help you create lasting, life-changing wealth without putting your current lifestyle at risk. And we're almost ready to share our newest strategy to do that. So add your name to the list to follow along.

Don't Watch the Future Happen. Own It!

Houston Molnar