Outside post-recessionary rebounds: but we did have a recession!

THE FUTURE ECONOMY – MAPPED Everyone’s arguing about which stock wins. 8 sectors – the infrastructure the next decade actually runs on PHOTONICS -> light kills copper $CRDO $SIVE $AAOI AI INFRASTRUCTURE -> the compute buildout $IREN · $NBIS $DGXX

12 companies built to grow revenue tremendously over the next three years. Not the mega-caps everyone owns. The layers underneath them, across compute, photonics, energy, physical AI and space. Growth rates below. Stay to the end for the part that actually matters: what you pay for it.

AI’s bottleneck is no longer chips. It is power, and the grid is tapped out. Gas turbines: backordered to 2030. Nuclear: a decade out. Solar plus storage: built in months. $TE builds both on US soil, and demand for its 2027 to 2028 output already exceeds everything it can make.

AI isn’t a sector. Crypto isn’t a sector. Software isn’t a sector. They’re one circuit, and the tickers are just where you plug in. Here’s the circuit: ENERGY feeds it: $BE $VST $TE Electrons are the raw material. Substations take years, so this is where the shortage lives. COMPUTE runs on it: $IREN $NBIS $CIFR…

McKinsey, Goldman, PwC and Gartner publish the forecasts. Almost nobody maps them to the layers that must be built first. That’s the part investors can underwrite. 2026 is enterprise scale: roughly $725B of infrastructure spend, with tokens acting like refined electricity. The spend flows through $NVDA, $AVGO and $TSM, then lands on power and land…