Video Description
In this week's video, I explain why 2026 is setting up as a structural inflection point for traditional portfolios, driven not by the "AI bubble" narrative, but by the physical reality of energy constraints. Markets are starting strong with global indexes and sectors all rallying, growth surprises, productivity gains accelerating, and PMI leading indicators rising globally. The critical shift: AI's binding constraint has moved from GPUs to electric power, gas turbines, transformers, and grid capacity. This forces a fundamental portfolio rotation away from software-dominated mega-cap concentration toward energy, utilities, industrials, commodities, and small caps.
Elon Musk's three-hour Moonshots podcast crystalizes the urgency: electricity generation and cooling are now the limiting...
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This video from Jordi Visser provides insights into the latest cryptocurrency developments. Stay informed about crypto market movements, technical analysis, and breaking news from trusted sources in the crypto community.
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