Power has become the binding constraint on the AI boom, and one $130 million stock just signed a 15-year, $2.6 billion lease that validates the entire thesis. Wall Street hasn't priced it yet.

The AI buildout is spreading beyond NVDA. Four infrastructure stocks are capturing a $700 billion wave most investors keep selling too soon.

Power has become the binding constraint on the AI boom, and one $130 million stock just signed a 15-year, $2.6 billion lease that validates the entire thesis. Wall Street hasn't…