AI Investment and Growth - AI is considered a transformational technology, with the focus shifting to how over-extrapolated it already is and staying ahead of the next waves of investment [2] - The Magnificent 7 earnings showed over 20% earnings growth, with cloud revenue growing 25% year-over-year [3] - Dispersion within the early winners of the AI story is expected to continue [4] Infrastructure and Power Constraints - The physical infrastructure needed for AI, particularly electricity power, is a key concern [4] - China's less constrained approach to energy and a more modern grid system give it a potential advantage in AI adoption [4] - Investment interest is growing in solutions for upgrading the grid, especially in private markets and infrastructure funds, including contracted power companies [4][12] Energy and Policy Considerations - China is taking an "all of the above" approach to energy, including coal, nuclear, renewables (especially solar and batteries), and fossil fuels [7][8] - Natural gas has an important role to play in the US before full renewable solutions are reliable and stable [9] - Upgrading the US power grid, which has not been significantly upgraded in decades, is crucial [4][9] Investment Strategy - The focus should be on structural stories like AI in the US and certain Asia markets, rather than betting on a cyclical economic recovery [11] - Active focus is needed in tech and growth funds due to more dispersion in large companies [11] - Opportunities exist in private markets, specifically infrastructure funds with regulated and contracted power companies [12]

There has been a surge of activity in China’s infrastructure-building scheme, especially in areas such as green energy. Xi JInping hopes this money will encourage countries to back it in multinational forums https://t.co/UJlI45ykTQ ...

🔥 INSIGHT: Bitcoin is infrastructure, not digital gold. https://t.co/iGOCuisd91 ...

Core Insights - The article emphasizes the lack of a bubble in the current market despite acknowledging unfavorable risk/reward dynamics [1] Group 1: Analyst Background - Leo Nelissen is an analyst focused on major economic developments related to supply chains, infrastructure, and commodities [1] - He is a contributing author for iREIT®+HOYA Capital, aiming to provide insightful analysis and actionable investment ideas [1] - The analysis particularly emphasizes dividend growth opportunities [1]

RT abhay (@abhay)Helium is the asset. Solana is the infrastructure.500,000 $HNT holders on Solana and counting. https://t.co/Zm9smMcmfk ...

Bitcoin is the asset; Solana is the infrastructure.120,000 BTC holders on Solana and counting... https://t.co/OutQkKzhZJJiani Chen (@chloejiani):Bitcoin is the asset; Solana is the infrastructure.Bitcoin is quietly becoming one of the biggest assets on @solana and hit $1B in BTC TVL on @solana just a month ago!Here’s a quick look at what’s been happening over the last few months⚡️ ...

RT Jiani Chen (@chloejiani)Bitcoin is the asset; Solana is the infrastructure.Bitcoin is quietly becoming one of the biggest assets on @solana and hit $1B in BTC TVL on @solana just a month ago!Here’s a quick look at what’s been happening over the last few months⚡️ ...

State and local governments across the US are asking voters to approve at least $15.7 billion of bond sales this year, showing pent-up demand for infrastructure at schools and in growing areas https://t.co/0DKqUW0eCe ...

We are so busy chasing the new that we have forgotten what makes the new possible. There's an ancient Sanskrit concept that can guide us back. Jir no dhara it means digest and advance to take what you inherit and make it flourish. I saw this growing up in an Orthodox Hindu family in rural South India. When our temples aged we revived them rekindling their wisdom for the future. The consecration rituals lasted days. Holy waters over the crowns, fire altars, offerings of spices, grains, honey, sandal paste, a ...

RT Validated (@ValidatedPod)New @ValidatedPod just dropped featuring our most requested repeat guest:Kevin Bowers from @jump_ 🦬In this episode, Kevin returns to explain Jump's expansion from trading to core infrastructure, centered on what he calls the "great inversion": the real bottleneck in tech isn't compute, but data and I/O.@Austin_Federa and Kevin also discuss:+ Shelby, Jump’s new storage network+ How @jump_firedancer has helped scale @Solana+ Why FPGAs are the key to “getting close to the wire”Watch ...