Let It Grow Investing

Ride the WAVE! Gotta talk INTC and AMD


Listen Later

We’re moving past the "software" hype to the physical reality of AI. The bottleneck has shifted from chip supply to megawatts. If you want to build generational wealth in this cycle, you have to look at the grid.

  • The Trillion-Dollar Build: AI isn't just code; it’s an industrial project. Over $2.9 trillion is being poured into data center infrastructure through 2028.

  • The Power Wall: Global data centers will soon consume over 1,000 TWh annually. The biggest threat to AI growth isn't competition—it's grid capacity.

  • Energy Independence: Hyperscalers are becoming their own utilities. We’re seeing a massive shift toward on-site microgrids and modular power to bypass aging public infrastructure.

  • Storage as a Strategic Asset: Modern AI workloads create massive power spikes. Specialized high-density battery storage is no longer optional—it’s the backbone of the facility.

  • Wealth Creation: The "Picks and Shovels" play for 2026 isn't just GPU stocks; it’s the liquid cooling, electrical switchgear, and energy storage companies that make the chips possible.

Keep an eye on AMD’s Q1 earnings (May 5). Their upcoming "Venice" Zen 5 architecture is laser-focused on performance-per-watt, a direct response to the energy constraints currently capping the industry.

In 2026, the winners won't just have the best algorithms—they'll have the most reliable power. That is where the generational wealth is being anchored.

If you’re enjoying the show:

  • Follow & subscribe to Let It Grow Investing
  • Share with someone who needs to hear this during market volatility
  • Stay patient, stay consistent, and keep growing 🌱

🙏 Thank you all for tuning in, voting, following, and being part of the Let It Grow community! It’s been an awesome journey gathering info and sharing weekly insights with you.

👉 Please subscribe, share, and reach out with any questions — I’ll do my best to cover them on the show.

⚠️ This is not investing advice — just what I’m doing in my own portfolio based on my risk tolerance, goals, age, income, and more. Always do your own research!

  • 🏋️‍♂️ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Supplements: 1st Phorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

  • 👖 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Barbell Apparel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

  • 📘 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Group⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

  • 📈 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠E*Trade Referral⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

  • 💸 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Binance US⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

  • 🪙 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Crypto.com – Get $25⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

  • 📊 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Webull – Free Stock⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

👏 If you’ve read this far — you’re the real MVP! Thanks again for supporting the show and helping grow our community. Let’s get after it and LET IT GROW 🌱📈



...more
View all episodesView all episodes
Download on the App Store

Let It Grow InvestingBy Jeff Sebastian


More shows like Let It Grow Investing

View all
Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,044 Listeners