Hey Income Traders,

Sometimes I honestly wonder if I’m boring people.

For the past few months (ever since I called the high beta top within two days on my show with Samantha) it’s been broadening, infrastructure, broadening, infrastructure… over and over again.

And part of me thinks, okay Hans, they heard you the first 10 times.

But then I look at what’s actually happened.

They’ve absolutely exploded higher.

And I don’t think that move is done. I think it’s just the opening act.

This phase of AI isn’t about flashy demos or vibes or who has the coolest chatbot this week. It’s about compute. And compute isn’t magic. It’s physical. It means power. It means grids. It means data centers. It means copper, glass, cement, pipelines, and logistics.

You don’t get “infinite AI” without building a massive amount of very real stuff.

And the demand curve here isn’t smooth or polite. It’s basically perpendicular.

Governments want it. Corporations need it. There’s no real political resistance to upgrading grids, fixing bottlenecks, or securing supply chains. This isn’t a one-year story. This is five to 10 years of build, repair, and expand. Minimum.

Here’s the layer most people still miss

When digital is in an unprecedented state of disruption, capital migrates to things you can touch. That’s why money rotates into PepsiCo, Inc. (PEP) you can drink and McDonald’s Corporation (MCD) you can eat. And it’s why it flows into infrastructure and materials that are unavoidable.

You can’t AI your way around power shortages. You can’t prompt a stronger grid. You still need glass for optics, cement for foundations, and natural gas to move electrons.

That’s why names tied to power, grids, materials, and transport just keep working. Companies like Quanta Services, Inc. (PWR), Eaton Corporation plc (ETN), Kinder Morgan, Inc. (KMI), Vulcan Materials Company (VMC), Hubbell Incorporated (HUBB), Deere & Company (DE), Powell Industries, Inc. (POWL), Corning Incorporated (GLW), and Dow Inc. (DOW).

Glass. Exciting, right? In my programs last week we made 91 percent on a trade on Corning in four days.

Guys fixing power lines? Quanta Services, calls up 88 percent in six days. The business isn’t sexy, but works for me.

Cement? Vulcan Materials, current trade up 82 percent. I’ll probably close it and go find the next one.

Some metals. Some grid and power. Some stuff civilization literally doesn’t work without.

Yes, cloud is still a toll booth, and I think Alphabet Inc. (GOOGL) and Amazon.com, Inc. (AMZN) do just fine.

But cloud doesn’t work without power. And we don’t have enough of it yet.

So the building continues. The fixing continues. And the checks keep getting written.

It might not be flashy. But it’s durable.

That’s the trade.

May the income be with you,

Hans