Earnings360 Newsletter for 12/10/2024

AI doesn't run on chips - it runs on natural gas. Analysts are now tracking roughly 100 gigawatts of new behind-the-meter gas generation lining up behind the AI buildout, and on June 22, one of the world's largest energy companies signed a 20-year, 2.67-gigawatt deal to power a single data-center project.

Ken Griffin has reportedly put more than a billion dollars into this corner of the market. Porter Stansberry has identified two picks-and-shovels plays in AI's power supply, plus 6 stocks to buy and 10 to sell - all detailed in a new documentary.

The U.S. power grid is under severe strain, and 67 million Americans are already feeling it. Wall Street advising firm Oliver Wyman warns this grid crisis could trigger a stock market crash 62 times worse than the Great Depression.

If AI operations face mass shutdowns and blackouts hit major financial centers, the fallout for investors could be severe. A small group of companies are already rolling out solutions - and their stocks may be positioned to benefit significantly.