Buy NVDA by Dec 24, 2028.

Over the last two years, AI has become *the* dominant investment narrative. Semiconductors, AI infrastructure, data centers the entire stack has attracted massive capital flows. Names like NVDA, TSM, and ASML turned into consensus longs, and for good reason: real revenue growth, real demand, real earnings power. But lately, I’ve been wondering whether the core constraint in this trade is still compute… or whether it has shifted to something far less exciting: **energy and grid infrastructure**. The scale of current …