**Free Alpha Alert while I can talk single-stocks for another month;)** Obviously there is macro risk heading into month end pension rebalancing & earnings, but this chart looks perfect for a breakout higher if you have a longer time horizon. It's a 3 year cup & Handle. @ShardiB2 @JC_ParetsX $CIFR will have ~2.5 GW of access to power and the race for AI infrastructure is just heating up. To maintain global AI leadership we need at least 50 GW of power. We are in an AI/Space race. Two pieces of news this am: From Anthropic- "We project that 2GW and 5GW data centers will be needed to develop single advanced AI models for Anthropic in 2027 and 2028, respectively. With several other U.S. companies developing frontier AI models, we expect total frontier AI training demands in America to reach 20-25GW in total by 2028... Put another way, the U.S. AI sector needs at least 50GW of electric capacity by 2028 to maintain global AI leadership." "OpenAI and Oracle entered an agreement to develop 4.5 gigawatts of additional Stargate data center capacity bringing total capacity under development to over 5 gigawatts running over 2 million chips, significantly advancing progress toward their $500 billion commitment announced at the White House in January to invest into 10 gigawatts of AI infrastructure over the next four years." 1.21 GIGAWATTS! GREAT SCOTT! Hat tip to @ShanuMathew93 @mikealfred @theBTCMiningGuy @leopoldasch @ns_whit
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