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OpenAI’s rumored $100B Stargate project isn’t just an AI milestone — it’s a market reset. In this episode, we cut through the noise and break down how traders should position themselves for the AGI arms race already underway.
Forget waiting for headlines. Capital is moving now — into Nvidia, TSMC, AMD, Broadcom, data center REITs, and energy giants set to power the next generation of intelligence. If your portfolio isn’t aligned with the AGI infrastructure buildout, you’re playing the wrong game.
We cover:
What Stargate really is — and why it matters now, not in 2028
The sectors and tickers riding the AGI wave
The real risk to legacy companies with no AI plan
Why AGI will widen the gap between innovation and obsolescence
How to front-run the capital rotation before the herd catches on
This isn’t hype. It’s the most important macro theme since the birth of the internet. Get in or get left behind.
By Produced by A. Cordero5
22 ratings
OpenAI’s rumored $100B Stargate project isn’t just an AI milestone — it’s a market reset. In this episode, we cut through the noise and break down how traders should position themselves for the AGI arms race already underway.
Forget waiting for headlines. Capital is moving now — into Nvidia, TSMC, AMD, Broadcom, data center REITs, and energy giants set to power the next generation of intelligence. If your portfolio isn’t aligned with the AGI infrastructure buildout, you’re playing the wrong game.
We cover:
What Stargate really is — and why it matters now, not in 2028
The sectors and tickers riding the AGI wave
The real risk to legacy companies with no AI plan
Why AGI will widen the gap between innovation and obsolescence
How to front-run the capital rotation before the herd catches on
This isn’t hype. It’s the most important macro theme since the birth of the internet. Get in or get left behind.

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