JPMorgan warns critical weeks ahead for AI stocks amid market split

Morgan Stanley Says These 2 ‘Strong Buy’ Stocks Could Benefit From AI’s Biggest Bottleneck

Power becomes AI's structural bottleneck (1-11 GW US deficit through 2028); miners convert mining sites into HPC data centers. For infrastructure teams, power—not compute—now determines data center ROI and capital allocation; miners with secured capacity gain advantage.