Earnings360 Newsletter for 4/10/2025

Nvidia CEO Jensen Huang recently declared we are in 'the largest buildout of human history' - and the numbers back it up. Microsoft poured $37.5 billion into AI infrastructure in a single quarter, a 66% year-over-year jump. Amazon is building a $15 billion AI campus in Indiana, and Meta constructed its own power plant just to keep one data center running.

But there's a 'boring,' overlooked sector that every one of these projects depends on - and most investors chasing AI stocks are ignoring it completely. Tim Plaehn has put together a short briefing on exactly what it is and how retirees can position for steady, growing income from it.

Small caps often show early movement before the broader market takes notice. Alpha Wire Daily tracks those subtle shifts as they form.

These are the setups that tend to develop quietly, well ahead of wider attention. Today's report is ready.