2 ways to play the AI energy crisis

Avatar photo
By Curzio ResearchMarch 16, 2026

AI is sending energy demand surging—and our grid can't keep up. The situation is creating a looming energy crisis. We dig into the alarming numbers… and share two sectors poised to reap the greatest rewards.

Iran War

Why Trump must end the Iran conflict ASAP

Iran is painting President Trump into a corner. Plus, from fertilizer to oil: these stocks will soar as the Iran conflict drags on… A sporting goods stock to buy—and one to avoid… And an AI infrastructure play with incredible growth.

Should you buy stocks during the Iran War?

Is it smart to invest during the Iran conflict? Plus, how hedge funds amplify oil volatility… Oracle (ORCL)... Wrap Tech (WRAP)… The AI power crisis… Lessons from Jim Cramer… And a uranium stock that could easily surge over 250%.

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.”

Ep. 1330

Why Trump must end the Iran conflict ASAP

Iran is painting President Trump into a corner. Plus, from fertilizer to oil: these stocks will soar as the Iran conflict drags on… A sporting goods stock to buy—and one to avoid… And an AI infrastructure play with incredible growth.

Read more
Ep. 1329

What the media isn’t telling you about the Strait of Hormuz

What investors need to know about the Strait of Hormuz… and stocks to buy as the Iran War drags on. Plus, Broadcom (AVGO) earnings … Target's (TGT) turnaround… Is Best Buy (BBY) a buy? … And a private equity trade.

Read more
Ep. 1326

This could cause the death of the stock market

Why algorithms could kill the stock market. Plus, why Nvidia (NVDA) fell after great results… Salesforce's (CRM) $50 billion buyback… Is IMAX (IMAX) a buy after earnings?... And a great entry point in an industry leader.

Read more
Ep. 1324

Oil is quietly breaking out to the upside

What's behind oil's strong start to 2026? Plus, OpenAI vs. Anthropic… Polymarket bets: The second coming of Jesus? … Is Walmart (WMT) a buy at all-time highs? … Be cautious of Carvana (CVNA)... And an AI infrastructure play.

Read more
Ep. 1322

AI capex is exploding… and that’s great news for your portfolio

Why surging AI capex is great for investors—and AI stocks to buy on the pullback. Plus, Trump's coal EO… Is McDonald's (MCD) a buy? … Should you follow Ackman into Meta (META)? … And a data center pure play.

Read more

Most Popular in WSU Daily

More in WSU Daily
Iran Warla

The Iran War is bigger than oil prices

The escalating Iran conflict is disrupting global energy markets—but the ripple effects extend far beyond oil. From airlines to agriculture, several sectors are already reacting. Here's what investors should know as the situation unfolds.

Iran War

How to invest for the Iran War

War with Iran: Why all eyes are on the Strait of Hormuz… And why U.S. producers will benefit. Plus, should you buy stocks during a war? … Block's (XYZ) layoff… Private equity… The betting markets… And Tesla's (TSLA) upgrade.

Chris Doornbos, E3 Lithium

An under-the-radar lithium play with a big AI tailwind

Chris Doornbos, President and CEO of E3 Lithium, breaks down how AI is driving massive demand for lithium batteries… E3's early-mover advantage and all-star management team… future partnerships… and why 2026 marks a paradigm shift for the company.

This could cause the death of the stock market

Why algorithms could kill the stock market. Plus, why Nvidia (NVDA) fell after great results… Salesforce's (CRM) $50 billion buyback… Is IMAX (IMAX) a buy after earnings?... And a great entry point in an industry leader.

Netflix

Netflix is a screaming buy—thanks to politics

Politics will kill the Netflix (NFLX)/Warner Bros. (WBD) deal… and that's great for the stock. Plus, the State of the Union… Trump Accounts… Nvidia (NVDA) earnings expectations… Should you follow Tepper into Whirlpool (WHR)? … And Circle's (CRCL) surge.

Is AI in a bubble?

Everyone’s calling AI a bubble. But a closer look at the numbers shows this boom is still in the early innings—and the biggest winners will come from these five sectors.

Oil is quietly breaking out to the upside

What's behind oil's strong start to 2026? Plus, OpenAI vs. Anthropic… Polymarket bets: The second coming of Jesus? … Is Walmart (WMT) a buy at all-time highs? … Be cautious of Carvana (CVNA)... And an AI infrastructure play.

LOAD MORE →
Search by
Investing
Author
×

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.”

No,thank you