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In the AI race, power is becoming the currency that matters.
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
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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.
Read Dylan's full take here
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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.
