Dear Reader,

Follow the money.

That's the oldest rule in investing. And right now, the smartest money on the planet is flowing in one direction.

OpenAI just signed $116.5 billion in infrastructure contracts. Google and Meta are spending tens of billions more. Microsoft allocated $50 billion for data centers this year alone.

They're not buying Bitcoin. They're not investing in meme stocks.

They're buying AI infrastructure from 10 specific companies:

• The semiconductor company that just landed a 6-gigawatt deal with OpenAI (worth up to $100 billion)
• The custom chip maker supplying Google's TPUs and Meta's AI accelerators
• The only profitable AI healthcare company (just hit positive EBITDA with 84.7% growth)
• The defense contractor whose AI platform grew U.S. commercial revenue 121%

These aren't venture capital lottery tickets. These are established companies with: 

• Record revenues ($46.7 billion for one last quarter)
• Massive contracts in hand ($10 billion+ deals signed)
• Actual profits (one has 51% adjusted operating margins)
• Sold-out production (one literally can't make products fast enough)

The hyperscalers are telling you exactly where the value will be created. Click here to get your free copy of this report

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When the titans of tech all bet on the same infrastructure, you follow their lead. 

Download your free report today. 

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Regards,

Trading Tips