AI infrastructure is a two year trade according to @LanceRoberts. Right now the money is flowing to the builders: - Data center construction - Energy transmission - Semiconductor chips. These companies are experiencing some of the fastest revenue growth in the market because the buildout is happening at a scale the world has never seen before. Trillions of dollars of capital chasing compute. But there's a clock running on all of it. Once the data centers are built, they're built. The construction revenue stops. The energy contracts stabilize. The chip orders normalize. The builders don't disappear but the explosive growth phase ends. And then a completely different question takes over. Who actually makes money from the AI running inside those data factories? That's a completely different set of companies and a completely different investment thesis. You need to be ready to rotate out of the builders and into the beneficiaries before that shift happens. Our analysts called $AMD, $MU and $CRDO early on the infrastructure side. They're already watching what comes next. Follow their exact portfolios for $1 at Milk Road PRO. Don't navigate this market alone, link in bio.