# AI infrastructure stocks — X 热门讨论 (2026-09-30 04:25 UTC)
## @ren_stocks (Ren) · 09-29 21:23 · ♥39 ↻1 💬1 More Compute, More Power: Inside the AI Power Supply Chain https://x.com/ren_stocks/status/2105045810610118851
## @PrimitiveMoney (Primitive°) · 09-29 18:02 · ♥31 ↻3 💬3 Trillions and trillions of dollars are being put to work right now. Chips, data centers, power. On pace to pass the railroads as the biggest bet in US history. Thats real money and real economic growth.
I'm honestly confused why people think the next couple years go badly. That much physical spend is not a recession. Maybe it all blows up later. But we are simply not at that point now.
Every buildout has done the same thing. Canals, railroads, electricity, fiber. Money flows for years, economy runs hot, then the financing breaks. The tech and infrastructure work. The people holding at the end loose. The people who use it after for cheap win.
We're at the part where it stops being funded by cash flow and starts being funded by debt. That's 1873. That's 1999. Pre-crash.
Next 12 to 24 months, be bullish. After that nobody knows. It becomes very opaque and if people tell you they know what will happen don’t listen to them. Does AI actually create the growth or not. Too many unknowns imo.
My plan. Ride the build. Get out before the money turns. Sit in cash and treasuries through the fog, end of 2028-2030. Buy what people are forced to sell. Look at cheap stocks and early rounds. Have money to buy blood if it comes.
Now is not the time to be scared. Not the time to listen to doomed narratives. Understand the timeline you’re investing under and execute. Don’t get caught waiting for higher.
But don’t miss out on what I think will be a massive short period of growth. Dream a little my goodness. https://x.com/PrimitiveMoney/status/2104995273265360920