Jensen Huang just told you where to invest in 2026: Sustainable energy. His argument is simple: For decades, building solar farms and nuclear plants required government subsidies. The economics didn't work on their own. That era is over. AI data centers have created a power demand so massive that the market will now pay you to build clean energy infrastructure. No subsidies needed. The economics work without them. "Back in the old days you needed government subsidies to go build solar farms, to build nuclear plants. Now the market will pay you to do it." This is a structural shift, not a policy bet. America's energy grid was built for a different era. It is archaic. It was not designed to handle hundreds of gigawatts of new AI compute demand coming online in a compressed timeframe. That grid needs to be upgraded. The transmission lines, the substations, the generation capacity, all of it. Huang is saying that for the first time in history, the economic incentives to fix all of that are fully aligned with the technology incentives. The companies building that infrastructure, whether it's nuclear power, utility-scale solar, grid modernization, or energy transmission, are sitting at the intersection of two of the most powerful demand curves in the world right now. AI and the clean energy transition. That is not a two-year trade. That is a decade-long buildout. Our analysts are already positioned in the names at the center of this shift. They called $AMD, $MU, $CRDO and $NBIS before the big runs. Don’t miss their call, come join us for just a $1. (link in bio)