Data Center Delays vs. Infinite AI Demand: The 2026 Bottleneck Trade

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January 11, 2026
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Jordi Visser
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Data Center Delays vs. Infinite AI Demand: The 2026 Bottleneck Trade

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All right, welcome back to everyone who's back from the holidays. Uh, it's a good time to be uh, watching this week. There's a lot going on and I definitely have a uh a lot of slides to go through this week relative to what I expect to be both the uh investment side for this year, but also as you can see on on number five, I'm very focused on there... Read More

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