Private business investment in AI-related categories jumped $300 billion year over year in Q2. 

That's a 25% surge. 

Annualized rate now sits at $1.5 trillion. Data center construction spending alone is up 46% year over year and has more than tripled since 2022.

That's the tailwind under NVDA, MSFT, GOOGL, and every data center REIT on the tape. That's why the AI names keep ripping.

Look, here's the trap. 

When a sector is running like this, the temptation is to buy the cheapest call on the hottest name and let it run. 

That's the trade the industry pushes. It's also the trade that loses most often, because a naked call needs direction, timing, and a big enough move all at once. Miss any one and the position bleeds out while the clock bills you every day.

You can express the same bullish view a different way by structuring it as a defined spread instead of a naked call. Your max loss is set the moment you enter, and the clock stops working against you.

Five checks that catch this before you click buy. Free report:

→ Pull The Free Pre-Trade Checklist

Keep it near your platform and run it before every trade.

The tailwind's real. Just make sure your structure is too.

To your success,

Don Kaufman

P.S. AI names don't wait on Monday morning. Have the five checks in hand before the open so you're not talking yourself into a naked call on the ripping name of the week.