Dear Friend,
The Mag 7 will spend $700 billion on AI this year.
But every data center they build has the same problem.
Power.
Not enough of it. Not even close.
Transformer delivery times have stretched to five years.
Gas turbine order books are full through the next decade.
The largest grid in America just declared an emergency trying to keep up.
Solar dies at sunset.
Wind dies in a heat wave.
Nuclear takes 15 years to permit.
There is one energy source that runs 24 hours a day, 365 days a year, with no fuel, no weather risk, and no carbon.
It sits three miles underground, and it’s 50,000 times larger than all the oil and gas on Earth combined.
One company has spent sixty years building the only proven system to tap it.
Google signed for 15 years.
Gates invested $100 million.
The Pentagon flagged it as a national security priority.
It trades for around $18 a share.
August 18th could change that.
See the $18 chokepoint stock >>
“The Buck Stops Here,”
Kelly Maguire
Behind the Markets
P.S. A federal land auction on August 18th could be the catalyst that reprices this stock. 39 days. See the details >>
