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After an agonizing period

where Wall Street decided it was done

with one of the greatest growth stories in history,

artificial intelligence and everything attached to it.

Today, we got a reprieve.

Maybe even a second win that showered money on the coal.

For those of us with positions that rely on the AI data center build out, like my travel trust, do you know that this is one of the best days of the year?

Although that wasn't fully reflected, the averages,

Dow advancing only 183 points.

This would be getting 0.88%,

but the NASDAQ did jump 1.31%.

I got to say, today was a real relief

because owning the AI stocks has been a very rough ride lately.

First, we now realize that there may be not enough money to go around and keep the data center build out going.

Lately, we've found real obstacles to building these, everything from a shortage of workers, lack of materials, not enough power, to the fact that the stock market is now punishing the hyperscalers for their ambitious expansion plans that were once lauded on Wall Street.

These companies keep spending fortunes to keep up with each other, and Wall Street can't take it anymore.

...