The Hidden Risk Behind the AI Power Boom: Are We Overbuilding the Future?

Everyone’s talking about AI models, chips, and data — but the real story is power. In this video, Mark Malek breaks down the unsexy infrastructure driving the AI revolution — and why the race to build megawatts may be moving too fast for the market to handle.

The “AI Power Trade” has become the new gold rush — investors are piling into utilities, data centers, microreactors, and power REITs, betting that AI will need infinite electricity. But history tells us what happens when too much capital chases one bottleneck. Remember the 1990s fiber boom? When “bandwidth was the new oil”? That ended in a glut — and a wipeout.
In this episode:
⚡ The truth behind the AI infrastructure boom — and why power is the new bandwidth
📉 What Oklo, Fermi America, and pre-revenue “AI power” companies tell us about investor psychology
📡 The eerie parallels between the AI energy buildout and the 1990s fiber bubble
💡 How to separate real opportunities from overhyped story stocks
The AI revolution is real, but not every company racing to power it will survive. When markets sprint ahead of fundamentals, investors get burned.

WATCH NOW to learn how to navigate the coming shakeout in AI infrastructure and energy investing.
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💣 Truthbomb: “Only invest in power to service AI when you’ve proven you can build it and sell it — not just promise it.”

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Truthbombs videos are for informational and entertainment purposes only. The views expressed by Mark Malek or guests are their own and do not necessarily reflect those of Siebert Financial. These videos do  not constitute investment advice, an offer to sell, or a solicitation to buy any securities. Past performance is not indicative of future results. Listeners and viewers should consult a qualified financial professional before making any investment decisions.

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