The market is missing a critical inflection point: AI infrastructure is hitting physical constraints that will reshape the entire technology stack. While investors obsess over model capabilities, the real alpha lies in companies solving the energy and memory bottlenecks that threaten to stall the AI revolution. Three converging themes define this week's opportunity set. First, hyperscalers are pivoting to nuclear power as natural gas turbine supply chains buckle under demand, creating a massive ...
Alpha Clusters
Venezuelan Energy Infrastructure Beneficiaries
Multiple signals converge on Gulf Coast refiners benefiting from Venezuelan sanctions relief and heavy crude supply restoration. Chevron possesses specialized Venezuelan heavy crude refining infrastructure that creates a structural advantage, while both companies are positioned to capture margin expansion as supply chains normalize.
...and 2 more Alpha Clusters
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