Are We Thinking About The AI Trade Correctly? | A Data-Driven Analysis

☕ Support the Channel If you’re getting value from the data and analysis, you can support here: 👉 https://buymeacoffee.com/DATADIVIDED 🛒 My eBay Store (cards I’m selling) 👉 https://www.ebay.com/str/cardanalyst The AI trade has created trillions of dollars in market value. NVIDIA, Broadcom, Micron, hyperscalers, datacenter operators, utilities, and power companies have all benefited from the AI boom. But are we thinking about the AI trade correctly? To answer that question, I analyzed: • Hyperscaler capital expenditures • Datacenter growth • Electricity demand trends • PJM infrastructure data • Power grid constraints • Future infrastructure scenarios Using four analytical models, I investigated whether AI infrastructure investment is creating a hidden bottleneck that Wall Street may be overlooking. The results surprised me. Data Sources: • SEC EDGAR Filings • PJM Data Miner 2 • PJM Infrastructure Projects Database • DatacenterMap • Lawrence Berkeley National Laboratory • International Energy Agency (IEA) #AI #ArtificialIntelligence #DataScience #Investing #StockMarket #Infrastructure #Datacenters #PowerGrid #NVIDIA #DataDivided #micron #wallstreet