Power Is the New Currency. This Company Just Acquired More of It. ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
_You are receiving this email because you are subscribed to MORNING
WATCHLIST FROM BEHIND THE MARKETS. If you no longer wish to receive
these partner emails, please unsubscribe
[[link removed]]
here._
-------------------------
_This message is being sent on hebalf of AIB Data Centers_
[[link removed]]
IN THE AI RACE, POWER IS BECOMING THE CURRENCY THAT MATTERS.
[[link removed]]
Chips can be manufactured. Grid connections can take years.
A little known Russell 2000 microcap just acquired 65 megawatts more
in a market where electricity is becoming the gating constraint on AI
infrastructure.
While most investors are still watching chips and models, this company
went after the layer underneath them.
Want to see why this 65 MW power story stands out?
SEE THE 65 MW SETUP BEFORE EVERYONE ELSE DOES
[[link removed]]
(By clicking the links above, you are opting in to receive emails from
AIB Data Centers Inc. You are also agreeing to the terms of our
privacy policy [[link removed]]. Unsubscribe at
any time)
-------------------------
_Today's Featured Article_
AMATEURS WATCH THE FED. PROFESSIONALS WATCH THIS.
The Fed made its call yesterday, it barely matters what they did. The
bond market is back in charge, and that's the real story.
Amateurs watch the Fed funds rate. Professionals watch the 10-year
Treasury yield — it's the backbone of any discounted cash flow
analysis, and it's pushing hard at 5% right now. Dylan's argument is
that this is healthy. When rates sit near zero for years, pension
funds with guaranteed commitments to firefighters, nurses and police
officers can't earn enough on safe assets, so they speculate. That's
where bubbles come from: housing, dot-com, crypto. At 4–5%, someone
who retires with a million dollars earns $40,000 to $50,000 a year and
doesn't have to take those risks.
Then comes the part worth reading twice. Dylan has said for years that
a 5% 10-year is a ceiling for stocks. Yields pushed toward 5%, energy
ran up 60–70%, inflation stayed hot — and stocks didn't break. The
reason is earnings. The profit boom has been strong enough that the
market can now carry a 5% yield, so he's revising his own call in
public.
He also lays out the three things he's watching for the end of this
bull market: the Mag Seven cutting their trillion-a-year AI
infrastructure spend, the quality of the paper deteriorating (this
cycle it's debt, not IPOs — chipmakers financing purchases of their
own GPUs), and a Six Sigma shock.
[:arrow_right:] READ DYLAN'S FULL TAKE HERE
[[link removed]]
-------------------------
WHAT I'M WATCHING THIS WEEK
[:star:] American Shoppers Spent More in August Than in Any Month
Since March. The Country's Largest Intermodal Trucker Just Said It
Can't Afford to Haul the Goods.
[[link removed]]
Retail sales surged while J.B. Hunt slipped — a split that says more
about freight costs and record diesel than it does about the consumer.
ALSO ON MY RADAR:
* The AI Guys Just Asked Everyone to Slow Down
[[link removed]]
— AI leaders called for a slowdown, but grid limits and power
shortages had already hit pause. Chip stocks did the rest.
* America's Card Bill Just Went Up 4.5%
[[link removed]]
— Credit card balances are climbing again. What the shift in
spending habits signals from here.
* Strong Buy Stocks for Thursday, September 17
[[link removed]]
— Fresh upgrades on Booking Holdings, Union Pacific, BUD, Middleby
and Pinnacle Financial.
-------------------------
We are issuing this disclosure in compliance with Section 17(b) of the
Securities Act, which requires us to disclose any compensation
received or expected to be received in cash or in kind in connection
with the purchase or sale of any security.
This is a paid advertisement for AIB Data Centers (NYSE: AIB). Behind
the Markets will receive compensation from Interactive Offers in
connection with mailings for this advertisement. Behind the Markets is
paid a fixed cash fee per click for this advertisement up to $2,000.
This communication is for informational and advertising purposes only
and does not constitute investment advice, an offer, or a
recommendation to buy or sell any security. Investors should conduct
their own independent research and consult a qualified financial
professional before investing.
This disclosure is made as of 09/17/2026.
You are receiving this email because you are subscribed to Morning
Watchlist from Behind the Markets. If you no longer wish to receive
these emails, please unsubscribe here
[[link removed]].
For more information about our privacy practices, please review our
Privacy Policy [[link removed]] or our
Legal Notices [[link removed]].
Our mailing address is:
Behind the Markets, LLC
4260 NW 1st Avenue, Suite 55
Boca Raton, FL 33431
Visit our website here: Behind the Markets
[[link removed]]
Copyright © 2026 Behind the Markets, LLC, All rights reserved.
