Executive Summary
Market Consensus: AI stocks are correcting but remain the future; energy is old economy. Variant Perception: The real bottleneck isn't GPU supply—it's power infrastructure. Three next-generation analysts (ages 20s-30s) independently identified the same contrarian thesis during the November AI selloff: real assets and energy infrastructure are the actual winners. Jack Bowman's key insight: 'There are no dark GPUs, but there will be dark compute'—data centers that can't be powered on. While NVIDIA...
Key Investment Opportunity
Energy Infrastructure: The AI Power Play
The AI buildout requires massive power infrastructure that only traditional energy companies can provide. While everyone focuses on semiconductors, the real constraint is becoming electrical grid capacity and power generation. Exxon's integrated model positions it to benefit from both increased ener...
...and 1 more investment opportunities
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