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Wednesday, August 6th
“By my intimacy with nature I find myself withdrawn from man. My interest in the sun and the moon, in the morning and the evening, compels me to solitude.”
– Henry David Thoreau
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Markets Today
🌏 Asia-Pacific: Up
🇪🇺 Europe: Up
🇺🇸 United States: Up
🛢️ Oil: Up
⚡Crypto: Up
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This indicator has called big wins on AAPL, TSLA and more… And it’s just started flashing again!
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Major Market Events
- Trump and Apple to announce $100 billion US investment — tech giant plans to boost U.S. production to sidestep tariffs, signaling a major shift in Apple’s China reliance
- S&P, Nasdaq Push Higher Ahead of Tariff Deadline — stocks are rising into Thursday’s key date, with traders betting on last-minute deals to avoid new trade shocks
- China Strikes Back With Rare Earth Curbs — Beijing tightens its grip on critical minerals, escalating the tech war and raising supply chain fears across defense and EV sectors
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🤔 My Thoughts
The hidden threat that could derail everything
From AI to EVs to crypto… they all have the same fatal weakness
Ever stop and wonder what actually powers all this futuristic tech?
I’m talking about AI. Self-driving electric cars. Quantum computing. Bitcoin. All the sci-fi stuff that gets hyped to the moon.
Every one of them needs electricity — a lot of it.
And that’s the bottleneck nobody’s really pricing in yet.
On yesterday’s show, we went deep on what I think is the most underreported risk to the entire tech bull run: the power crisis.
As Jack Carter put it, “Zuckerberg could say, I want to spend 750 billion dollars… doesn’t mean he can buy everything he wants to buy.”
There just isn’t enough power. Not yet.
We’re maxed out on the grid. The AI arms race is pushing demand through the roof. And solar isn’t scaling fast enough to keep up.
That’s why the real trade — the one I’ve been tracking for over 2 years now — is nuclear.
We even called out one of the early movers — OKLO — back when it was trading near $8. That was almost 2 years ago… and it just keeps climbing.
This week it hit a new all time high of $84.
But when I say nuclear, I’m not talking about the big old reactors we all think of…
I’m talking small modular reactors (SMRs) and micro-reactors — some the size of a shipping container.
The kind that could power a data center, a city block, or even an AI cluster… independently, cleanly, and without all the fossil fuel nonsense.
And these aren’t just science experiments anymore. Companies like SMR, EWXT, and Westinghouse are building and deploying this stuff now.
Power is the trade.
And if you missed that, you’ll definitely want to be in the room for today’s show…
We’re always hunting for trades the rest of the market won’t see coming. Don’t miss what’s next.
Click here to watch the on-demand replay!
And don’t forget to register your spot here to join us next time we go live!
To Better Trading,
Alex Reid
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