Weekly Playbook
+2
Sep 8, 2026
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4 min read
KNCRF · CRI · CIG · Surging AI compute spend triggers a physical infrastructure supercycle.
Aug 31, 2026
FFXDF · JAMRX · SCGLY · Surging compute capex is driving demand upstream into critical materials.
Aug 24, 2026
BWB · AAGTX · CIBEY · Surging data center spending triggers a rush for physical commodities.
Aug 17, 2026
BBT · LPCV · UNB · Hyperscaler AI spending is fueling a physical infrastructure surge.
Aug 10, 2026
OBT · PRHI · TCBS · AI capex hits physical grid constraints as data center power needs soar.
Aug 3, 2026
RMBI · PAYS · NFBK · Enterprise AI demand is shifting capex from software to power and hardware.
Jul 27, 2026
TIPT · CRARY · KEY-PJ · State balance sheets are reallocating capital into physical infrastructure.
Jul 20, 2026
NPK · FANUY · SAFRF · Rate cuts and regulatory relief are coaxing capital off the sidelines.
