🚨🇺🇸 AI infrastructure spending is projected to reach $10.3 trillion between 2025 and 2032, approximately 3.6% of U.S. GDP annually, according to the Wall Street Journal. This represents one of the largest economic bets in U.S. history. It is driven by a nationwide, decade-long supercycle of capital expenditure that flows through every physical link in the supply chain—energy, data center equipment, chips, and copper. 🎯 For your portfolio: Concentrating 3.6% of GDP on a single technology is the largest concentration risk in history, and this funding is increasingly coming through debt. If AI monetization falls short, the unwinding of misallocated capital will be proportional to the scale of the bet. The market isn’t concerned yet—Polymarket currently assigns only a 10% probability of an AI bubble bursting by 2026, and Nvidia remains the top market cap at 75%. However, that probability rises to 21% by mid-2027. Asset-by-asset analysis: - $CEG (nuclear/energy): Positive—electricity is the bottleneck in buildout, with contracted revenues - $VRT (data center equipment): Positive—the physical infrastructure every dollar must pass through - $HYG (high yield): Monitor closely—the buildout is increasingly financed with credit, making it the canary in the coal mine for concentration risk