Securing the Infrastructure of Intelligence Land, power and shell: The next critical resource for AI factories. AI factories are the defining infrastructure of the AI era—where compute transforms energy and data into intelligence that powers every business, industry and country…↗

Here is my AI investing guide. Sitting here August 2026, my current best thoughts are as follows: 1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers g…↗