What's really moving these markets

Ep.1322 Feb 12, 2026

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

Inside this episode

Happy 18th birthday to my oldest daughter!
Trump's coal executive order is a huge win for consumers
This coal stock is poised to double over the next year
Why surging AI capex is great for investors
At least one of these AI stocks should be in your portfolio

These two tech names are leading the pack in agentic AI
Is McDonald's a buy following earnings?
Should you follow Ackman into Meta?
A great entry point on a data center pure play
Our next Curzio One private placement comes next week!

This week's trade

AI stocks have been under pressure.

Headlines about massive capital spending have investors nervous… and some of the biggest names in tech are well off their highs.

But while Wall Street debates whether the “AI bubble” is bursting… demand continues to climb.

This week, we’re stepping into a pure play on AI infrastructure. It just reported strong growth, raised guidance… and still sold off.

The market is focused on capex. But this isn’t a company burning cash to chase hype… It’s scaling into confirmed orders from hyperscalers.

And the volatility gives us a fantastic entry point.

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What you get:

Opportunities to leverage market dislocations
Weekly trade recommendation
Bi-monthly portfolio reviews
Rare access interviews
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