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 Mag 7 may need an upgrade as investors turn their attention to the FAB 10, including frontier AI giants like OpenAI and SpaceX.

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…