America is 100 gigawatts short of power

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By Curzio ResearchOctober 5, 2026

AI needs far more electricity than America's power grid can deliver. Bank of America sees a 100GW+ power shortfall developing over the next five years. Here are six stocks we're watching across the AI power trade.

Ian Telfer, BluEnergies

Why this gold mining legend is betting on offshore oil

Ian Telfer, mining legend and co-founder of BluEnergies (BLUGF), reveals why gold has way more upside… gold vs. gold stocks… the overlooked ingredient behind investing success in mining… and why he came off the sidelines for this offshore opportunity.

Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

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Ranked the #1 most listened-to podcast on iTunes financial/business segment for multiple cycles.

Every episode, Frank cuts through the mainstream media B.S. to reveal “what's really moving these markets.”

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