Engineering Alpha: The Physical Infrastructure Bottlenecks of the AI Super-Cycle

Everyone is chasing 40x multiples in AI algorithms, but the actual alpha lies in the physical resources required to power them. This breakdown reveals a 2026 institutional equity model designed to bypass digital overvaluations by capturing the energy, African-sourced critical minerals, and robotics foundational to the AI super-cycle.

​Core Thesis & Value Proposition:
By shifting focus from pure-play digital assets to the physical infrastructure layer, we construct a 33-holding tactical equity sleeve targeting a 17.8% CAGR with managed downside. From bridging the copper deficit to anticipating the nuclear renaissance, this is how you engineer growth against a 2027 macro recession.

Видео Engineering Alpha: The Physical Infrastructure Bottlenecks of the AI Super-Cycle канала Levi Howze