99% of Investors Miss The AI Backbone (My Full Map)
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Here is the $7 Trillion AI Backbone investment map that 99% of the market is missing. While everyone obsessively watches #nvidia #palantir and #tsmc , a silent capital wave is flooding into the physical facilities required to keep artificial intelligence and AI is alive, creating a once-in-a-generation opportunity in data centers, power grids, and industrial cooling. I expose the hidden "Facilities Layer" that McKinsey predicts will capture 40% of this buildout, explaining why the real winners of the next decade might not be the chipmakers, but the industrial giants building the foundation for #amazon, Microsoft, and Google. From liquid cooling plays like Vertiv to the massive energy demands fueling the grid, I reveal exactly how I am allocating capital to capture the full value of this revolution beyond just the hype.
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sooo many people talking about that vera hart archetype quiz its crazy, lol. Tried it myself and the results are quite promising!
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How would the list look simply for each layer what are the main companies to look out for ?
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Which means 99% are sensible and won't get cought up in the AI crash?
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your spread sheet is way fucking overpriced
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Thank you Brian! There are so many options to each layer- to choose one or two for each of the chain is enough?
🚨 The ONLY Quantum Stock I'm Buying! → https://www.youtube.com/watch?v=dbbT-x_ttRc
00:00 - Intro
Such a clear and step by step explanation of the AI backbone investing thesis actually makes sense for beginners. If you’re curious about investing but didn’t know where to start, this video is must-watch.
00:06 - Data Center Growth
00:46 - Bill Gates on AI
Nice video Brian with thanks. I bought the new photonics ETF $EUV. Can you review it pls? Company breakdown follows:
Foundry: 10.19%
Taiwan Semiconductor Manufacturing ADR (TSM) 9.97%
GlobalFoundries (GFS) 0.22%
Wafer & lithography tools: 37.30%
ASML Holding NV ADR (ASML) 8.11%
Lam Research (LRCX) 4.99%
Applied Materials (AMAT) 4.85%
KLA Corp (KLAC) 4.15%
Nova (NVMI) 2.40%
AXT (AXTI) 2.32%
Entegris (ENTG) 2.20%
Onto Innovation (ONTO) 1.99%
FormFactor (FORM) 1.88%
Veeco Instruments (VECO) 1.61%
Ultra Clean Holdings (UCTT) 1.50%
Aehr Test Systems (AEHR) 1.30%
Optical fiber & materials: 4.89%
Corning (GLW) 4.89%
Optical networking: 11.76%
Ciena (CIEN) 4.30%
Credo Technology (CRDO) 2.67%
Marvell Technology (MRVL) 2.65%
Viavi Solutions (VIAV) 2.14%
Lasers & optical modules: 16.73%
Lumentum Holdings (LITE) 4.24%
Coherent (COHR) 3.93%
Fabrinet (FN) 2.68%
Applied Optoelectronics (AAOI) 2.34%
Novanta (NOVT) 1.90%
nLIGHT (LASR) 1.64%
Photonic components: 4.72%
MACOM Technology Solutions (MTSI) 3.42%
POET Technologies (POET) 1.05%
Lightwave Logic (LWLG) 0.25%
Cash: 3.32%
Cash 3.32%
Named company subtotal: 85.59%
Named companies + cash: 88.91%
Unverified remainder: 11.09%
01:35 - Goldman Sach's Data Center Power Demand
03:03 - Construction to 3X in 3 Years
Thank you. Very informative!
03:31 - McKinsey's 7 Trillion Breakout
04:13 - Data Center layers
Are you a YouTuber want us to invest in every single thing with artificial intelligence and quantum computing and all the materials that make up technology and it’s just to the point where it’s ridiculous by a couple of ETFs in good stocks and that’s it save your money
06:31 - Hyperscalers Role
08:02 - Compute Layer
Awesome content!! Always gave me other perspective when you invest in tech stocks
10:06 - Facilities layer
11:56 - How I'd Invest in the 3 Layers
Make a video how you build a portfolio per 100k
12:17 - Expected Growth
13:13 - $100 Breakout
Biggest lesson have learnt in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.
13:55 - Expected Return
14:22 - Data Center ETFs
SCHG has a much better holdings of the layers you mentioned than IDGT and DTCR
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Wow… “99% of investors miss the AI backbone”? That’s… kind of terrifying but also makes sense. Most people are still relying on gut feelings or old-school methods.
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Ugh, I’ve been staring at my investment apps all week and I feel like I need a PhD just to understand what’s happening. Anyone else feel completely lost?
More User Perspectives
I like these. They are at the sweet spot of 25% growth. More research to do...
Seagate Technology Holdings PLC
Coherent Corp
Bloom Energy Corp
Dell Technologies Inc
Ciena Corp
Æhhh, what about talking about the price of the stocks? If a stock has already grown 100% the past year, but revenue and bottom line has grown 20%? Then you already pay for the growth in the coming years TODAY. So, to me, the recommendations in this video is PURELY speculation. Speculation on how much it will grow between ~3-6 years out. I.e. what the stock "weather forecast" will look like by ~2030. That is impossible to predict, but possible to speculate about
@lassekieffer5208I started with $5k just last week and now I've hit $17,590. I was having this exact conversation with my son the other night—generational wealth isn't just about getting money. It's about teaching everyone not only how to make it, but also how to maintain it. It does no good for me to provide for my family if they dont understand how to manage and sustain it. That's why I really love this video.
@SeraphinaValecrest-x7fData centers etfs is here it's on too of them
@emoney822Since the nation and industry supplying power will clearly need help expanding supply, is there any federal legislation to help incentivize? Not sure if it exists yet. I would imagine a real estate person like Trump would be open to that for building. Any thoughts
@michaelstam-xz7ek#sats echostar will be worth trillions
@emoney822As of 4/26 GE has a five year backlog for turbine generators.
@ggem81252crsi looks like a gem to me
@mantoine3596Why is nobody mentioning LUMN in these backbone discussions? its like the highway for data.
@Nico-f4m7lWhat in the world are you talking about? I feel like Rumplestiltskin listening to this, maybe I fell asleep for 10 years and woke up in some alternative future. What about FRWD? That's firewood, great investment, always in demand.
@ericturnquist3183Amazing video ❤ thank you!
@matthewmcanadabc8355I have “$100” similarly allocated, but then another “$100” in TSLA.
@zugdawgI build data centers and am invested in all bottlenecks involved. Comment in 5, 10 years, 20 years and ask me how its going
@PhoqueU2Excellent
@scolbert8071Why do I own Oil, Gas and Uranium ETFs?
Because Hardware is bought once.
Power has to stay on 24/7/365….
So many bots @youtube needs to do something or turn off comments altogether
@NeelRastogiPut in the grind, hit $170K+, but wealth isn’t just numbers. It’s passing down the mindset so the next generation knows how to build and sustain it.
@HeatherNagel-z9ithanks dear for the video,
@DISTURBEDSASYou mentioned BILL GATES?! 😂😂 No mentioning of Jeffrey EPSTEIN?😂😂
@Peradoce1You sold me. I wish you had an ETF, I’d happy pay the management fees.
@FiddleSticks800Watching this during the great correction of 2026. Still a firm believer. Diamond hands, baby.
@RJDesireeMan this was good, I wasnt expecting this
@predator-cb1nzBots on comment section 😂
@BigNoseFellahBuilding wealth from nothing involves consistent saving, disciplined spending, and strategic investments. Begin by creating a budget to track expenses and identify areas for savings. Prioritize paying off high-interest debt and establishing an emergency fund. As you build a foundation, start investing in low-cost options like index funds, and focus on continuous learning and improving your skills for better income opportunities
@VtghujGold doubled:
Jan 29, 2025: $2,760 / oz.
Jan 29, 2026: $5,500 / oz.
Silver tripled:
Jan 29, 2025: ~$30.8/oz.
Jan 29, 2026: ~$90–$100+/oz.
1 year!!
no IREN on your spreadsheet?
@mitchezeimo, Portfolio Genius connects many of these dots seamlessly.
@2rp7677wow i never thought about the infrastructure side
@MaheshNayak-v8ogreat breakdown of what’s really happening
@Barrels_Battlethis is super interesting, had no idea about all this
@AriChain3finally some clarity on ai investments
@MagedKasersuper interesting take on ai investments
@عبدالمالك-ف1ف