AI’s surging energy demand is creating new winners

AI workloads are scaling and data centers are expanding rapidly — driving unprecedented demand for electricity, cooling, and grid infrastructure. 

Massive capital is flowing to the companies that enable AI at scale — the power producers, infrastructure owners, and critical technology suppliers behind the scenes.

Today, we are revealing five publicly traded companies positioned to benefit directly from the AI energy buildout…

Inside, you’ll discover:

• A data-center landlord gaining pricing power
• A stealth REIT pivoting to AI infrastructure
• A monopoly supplier embedded in advanced AI chips
• A nuclear power leader partnering with Big Tech
• An industrial firm modernizing the electric grid

As AI growth increasingly depends on energy and infrastructure, these companies sit at the center of the next opportunity.

👉 Click here to see the 5 stocks positioned for AI’s biggest energy demand shift in decades

To Your Trading Success,
The Stock Alert Daily Team

☕️ GM Munchers! My neighbour asked how my investments are doing. I said "imagine being on a roller coaster designed by someone who hates you personally." He laughed. I unfortunately wasn't joking.

On today’s menu:

• 📈 The Market Got Catfished (And We All Fell For It)

• 🔨 The Historic Bitcoin “Supply Shock”

• 🤑 Why This Stock Is Up 285%

• 📦 UPS: The Struggling Delivery Giant

• 🤯 This Trader Just Lost $15 Million

Yesterday’s numbers:

BREAKING NEWS

📈 The Market Got Catfished (And We All Fell For It)

Sunday night futures opened with an absolute bloodbath. The S&P 500 was down over 2%, wiping out more than $1 trillion in market cap. Everybody was losing their mind and screaming that Monday would be apocalyptic. Analysts were dusting off their "crash of 2026" takes. Your group chat was probably full of "should I sell everything?" panic.

Turns out, it was the exact opposite.

Monday's Surprise: All three major indexes closed green. Stocks absolutely ripped. The doomsday scenario everyone was pricing in? Didn't happen.

Why the Reversal:

1. Trump Declared Victory: The president said the Iran war is "very complete, pretty much" over. Yes, that's a direct quote. The eloquence aside, markets heard "war ending" and decided to party.

2. Oil Collapsed: Oil prices face-planted over 30% from Sunday night's highs, closing below $84/barrel. When the thing everyone was terrified would hit $100+ and destroy the economy instead craters 30% in 24 hours, stocks tend to like that.

3. Iran Stopped Shooting: Iranian missile and drone launch intensity completely collapsed, declining roughly 90%. Hard to sustain a "World War III" narrative when one side stops firing missiles.

The Munch Take: We're not counting our chickens until they hatch. This market's as stable as a Jenga tower after six beers. A single bad headline and we could crater right back to Sunday night's lows. But for now, things are moving in the right direction. Your uncle might not need his bomb shelter after all. We're cautiously bullish but keeping one hand on the eject button because this thing could flip on a dime.

🔨 The Historic Bitcoin “Supply Shock”

While everyone's freaking out about oil and Iran, Bitcoin just quietly hit one of the most important milestones in its history.

On March 9, 2026, miners officially extracted the 20 millionth Bitcoin. Bitcoin's creator hard-coded an absolute maximum supply of 21 million coins. Ever. That means 95.2% of all the Bitcoin that will ever exist is now in circulation.

The 114-Year Wait:

There's exactly 1 million Bitcoin left to mine, and it's going to take approximately 114 years to extract it. The network currently produces about 450 new Bitcoin per day. After the next halving in April 2028, that drops to 225 per day.

My great-great-grandchildren will still be waiting for that last Bitcoin. Assuming I have children. My wife keeps reminding me we should start that process, but I told her I'm waiting for Bitcoin to hit $200K first so we can afford diapers. She was not amused.

The Supply Shock:

• Out of 20 million mined coins, an estimated 13.48 million are completely illiquid. They're locked in cold storage or lost forever because someone forgot their password in 2013.

• That means only about 3.02 million Bitcoin are actively available to trade right now. That's the entire liquid supply for retail buyers, Wall Street institutions, and spot ETF inflows.

• If institutional demand spikes, there aren't enough coins to go around.

The Munch Take: Finite supply, 95% already mined, only 3 million actually available to buy. Governments keep printing infinite money. Bitcoin's supply is capped. Short term it could crater. Long term, betting against mathematical scarcity while governments print infinity feels insane. We're holding.

Dear Fellow Investor (Ad),

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They probably didn't realize their findings would allow everyday citizens to stake a "claim" on a $500 trillion national treasure.

But they did. And under U.S. law your "birthright claim" is now active.

This opportunity won't stay under the radar for long.

Click here to see how to "claim" your piece before Washington changes its mind.

"The Buck Stops Here,"

Dylan Jovine, CEO & Founder

Behind the Markets

P.S. This "claim" belongs to American citizens - but the first profits will go to those who move early. See the full briefing here.

STOCK OF THE DAY

📦 UPS: The Struggling Delivery Giant (With a Fat Dividend)

UPS stock has been crashing for years. Their business is simple: When the economy's strong, businesses ship more stuff and UPS makes money. When the economy's weak, shipping drops and UPS suffers.

Right now? The economy's weak.

• US manufacturing has been shrinking for months.

• The oil price spike from the Iran war is making UPS's massive fleet of planes and trucks way more expensive to operate.

• Profit margins are evaporating.

Management's Warning:

During their last earnings call, UPS said 2026 will be rough. The first half of the year will be bad. Earnings will drop. Then things “should” get better in the second half. Wall Street hates waiting six months for things to improve so they’ve been selling off the stock.

📈 Why You Might Want to Own It:

1. UPS is aggressively cutting costs. Even though they're delivering 10.8% fewer packages, they're making 8.3% more money per package. They're raising prices and people are paying.

2. They're closing 200 old facilities, cutting 30,000 jobs, and targeting $3.5 billion in savings. They're dumping low-profit Amazon deliveries (cutting them 50%) and focusing on high-profit healthcare shipping instead.

3. While you wait for the turnaround, they're paying a 6.6% dividend yield. That's $5.4 billion in dividends for 2026.

📉 Why You Might Want to Avoid It:

• Volumes are declining.

• Oil prices could stay high and destroy their profit targets.

• New tariffs could wreck their international shipping business.

The Munch Take: UPS is a value trap. The business needs constant massive spending just to survive. Oil spikes destroy margins. Labour costs stay high. The 6.6% dividend looks tempting, but until robots can start delivering my wife’s yarn deliveries, we’ll pass.

MARKET OVERVIEW

🍿 Tasty Movers & Shakers

💊 $HIMS Absolutely ripped 45% on news that Novo Nordisk plans to sell obesity drugs through the Hims platform. A telehealth company that started selling hair loss treatments is now the distribution channel for blockbuster weight loss drugs from one of the biggest pharma companies on Earth. What a time to be alive. Everyone who said "online healthcare is a scam" is currently checking if they can still buy shares after a 45% moonshot.

💊 $XENE Xenon Pharmaceuticals soared 49.64% on positive Phase 3 results for its seizure drug azetukalner. Clinical trials worked, the drug does what it's supposed to, and biotech investors who've been burned 47 times this year finally get a win. Congrats to everyone who held through the trial anxiety. Your conviction just paid off in a single day.

🚀 ₿ $MSTR Strategy climbed 4.06% after disclosing they spent $1.28 billion buying Bitcoin last week. That's their largest purchase in over a month. Michael Saylor woke up, saw Bitcoin at $68K, and decided "you know what we need? More Bitcoin." The man's entire business model is just buying Bitcoin with other people's money and somehow Wall Street keeps giving him more. Respect the hustle.

🏠 $BETR Better Home & Finance had an absolute monster day, climbing 12.2% and is now up a completely unhinged 285% over the last year. Why? They're using AI to slash underwriting costs, they wiped out over $500 million in debt, and they're posting explosive revenue growth. Oh, and they figured out how to make money in the mortgage business during a housing crisis. Minor detail. Absolutely nobody saw this coming.

TRADING SUCCESS

🤑 Tuesday Motivation

🚀 Pre-Market Fuel

1. 👀 3 breakout robotics stocks to watch in March

2. 🤯 This trader just lost $15 million.

3. 😬 Trump’s latest warning to Iran.

4. 😂 There’s now a women CEO ETF.

🍪 Munchy Memes

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