$600Billion AI Spending in 2026: The “Picks & Shovels” Stocks That Could Pop 80%–120%

Video Description

💰The New Way To Invest: https://kerrygrinkmeyer808.lpages.co/a-new-way-to-invest ________________________________________________________________________________________ *📌 Get the full report + the podcast version 💰 * 😍I’m sharing the 6-page document and the audio podcast version. 💰 * ➡️ Link to request https://lp.constantcontactpages.com/sl/79o4eVd/Top30 💰*_______________________________________________________________________________________💰 This week I thought hyperscalers were spending $160–$180B on AI infrastructure in 2026… then my AI agent Samantha corrected me: it’s closer to $600B when you add up what Amazon, Google, Microsoft, and Meta are planning. So the real question becomes: who actually gets paid? Not the spenders — the picks & shovels suppliers, the data center and power infrastructure plays, and the companies positioned to capture the next wave of AI buildout. In this video, I walk through: ✅ Why the 2026 AI buildout is bigger than anything we’ve seen ✅ The 27 stocks I’m tracking most closely (AI supply chain + infrastructure) ✅ Who’s likely to benefit — and who may face valuation compression ✅ My bear/base/bull case framework (including which names could deliver 80–120% upside) ✅ How I’m using AI to ask better questions and update the thesis every 90 days Not financial advice. Educational purposes only. Tags (copy/paste) ai stocks 2026, ai capex 2026, hyperscaler capex, amazon capex, google capex, microsoft capex, meta capex, nvidia 2026, nvda stock, amd stock, tsm stock, micron stock, vertiv stock, super micro stock, crdo stock, ai infrastructure stocks, data center stocks, picks and shovels stocks, ai buildout, stock market 2026, growth stocks 2026, valuation compression, pe compression, investing with ai, ai investing, portfolio strategy, tech stocks 2026, semiconductors 2026, cloud computing stocks, best stocks 2026, stock forecast 2026 "The content in this video is for informational and educational purposes only and should not be considered financial advice, investment recommendations, or an endorsement to buy or sell any securities. Investing involves risk, and past performance is not indicative of future results. Always conduct your own research and consult with a qualified financial advisor before making any financial decisions. The creator of this content assumes no responsibility for any financial losses or decisions made based on this video."