99% of Investors Miss The AI Backbone (My Full Map)
Description
🏆 FS Insights (by Fundstrat) - Invaluable Knowledge: https://bit.ly/BusinesswithBrianFSInsights Here is the $7 Trillion AI Backbone investment map that 99% of the market is missing. While everyone obsessively watches #nvidia #palantir and #tsmc , a silent capital wave is flooding into the physical facilities required to keep artificial intelligence and AI is alive, creating a once-in-a-generation opportunity in data centers, power grids, and industrial cooling. I expose the hidden "Facilities Layer" that McKinsey predicts will capture 40% of this buildout, explaining why the real winners of the next decade might not be the chipmakers, but the industrial giants building the foundation for #amazon, Microsoft, and Google. From liquid cooling plays like Vertiv to the massive energy demands fueling the grid, I reveal exactly how I am allocating capital to capture the full value of this revolution beyond just the hype. 📬 FREE WEEKLY NEWSLETTER Updates and insights on the economy and investments with invest-X BWB Insights: https://bwb.eo.page/xx7t7 👉 TOOLS & GEAR I USE - 🤖 The Complete List of Data Center Stock: https://bit.ly/BWB_DataCenters - 😍 Awesome Dividend & Portfolio Tracker: https://snowball-analytics.com/register/bwb10 - 💹RESEARCH: Seeking Alpha : https://link.seekingalpha.com/34NL7QS/4G6SHH/ - 📊FORECASTING: Analyst forecasts & Research: https://tipranks.sjv.io/nXWMK9 - 🎥 My Equipment: https://www.amazon.com/shop/bwb-businesswithbrian 📺 OTHER VIDEOS YOU’LL ENJOY! 💰 Our Top 10 Stocks to Set It & Forget It! → https://www.youtube.com/watch?v=4vgg_-dkDC0 📈 Top 5 AI Stocks Blowing Up and Cheap! → https://www.youtube.com/watch?v=9AMEvywHyV8 🚨 The ONLY Quantum Stock I'm Buying! → https://www.youtube.com/watch?v=dbbT-x_ttRc 00:00 - Intro 00:06 - Data Center Growth 00:46 - Bill Gates on AI 01:35 - Goldman Sach's Data Center Power Demand 03:03 - Construction to 3X in 3 Years 03:31 - McKinsey's 7 Trillion Breakout 04:13 - Data Center layers 06:31 - Hyperscalers Role 08:02 - Compute Layer 10:06 - Facilities layer 11:56 - How I'd Invest in the 3 Layers 12:17 - Expected Growth 13:13 - $100 Breakout 13:55 - Expected Return 14:22 - Data Center ETFs LET'S CONNECT: - Instagram: https://www.instagram.com/bwbconsulting/ - LinkedIn: https://bit.ly/BriansLinkedin - Business Inquiries: ateambwb@gmail.com DISCLAIMER: Links on this page may be affiliate links which have no cost to you, but I may earn a commission for anyone that signs up or makes a purchase from those sites. All opinions expressed by Brian are solely provided as content. Do not treat any opinion by Brian as gospel that needs to be recreated. Brian is not a fiduciary or financial advisor. All financial topics are for illustration where the outcomes are not guaranteed or expected. There exists real risks in all forms of investment, so do your homework and make your own decisions.
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