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The Real AI Gold Is Physical | Durham News
Forget the flashy tech stocks—where the real AI wealth is being built is in the gritty, physical infrastructure powering it all. Goldman Sachs’ HALO basket, tracking companies in power, mining, and data centers, has surged 115% since late 2025, while top tech names barely climbed 7%. With $7.6 trillion expected to flood into AI infrastructure globally by 2031, the market is still undervaluing these “heavy assets” — a sign the real money is being made in the concrete, wires, and grids most people overlook. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on…
The skinny
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