The Mag 7's $10 Trillion Blind Spot

Imagine that you own a Formula One race car. It has a 1,000-horsepower engine, a carbon-fiber body, and tires with so much grip that they can almost stick to the ceiling. You hire the world’s best driver and spend millions tuning every part for speed. Then race day arrives… and there is no fuel. You may own one of the finest machines ever built, but it’s a very expensive paperweight without fuel. That is the blind spot hiding inside the Magnificent Seven’s AI boom. Amazon.com Inc. ( AMZN ) , Microsoft Corp. ( MSFT ) , Alphabet Inc. ( GOOG ) , Meta Platforms Inc. ( META ) , Nvidia Corp. ( NVDA ) , Apple Inc. ( AAPL ) , and Tesla Inc. ( TSLA ) . These are all remarkable companies that have built some of the top F1 vehicles of the AI Revolution. Data centers… Custom chips… Advanced AI models… And they all suffer from the same blind spot: They don’t produce the “fuel” that allows their multibillion-dollar AI investments to run. Instead, this role is filled by chipmakers… electrical utilities… data center construction firms… and other behind-the-scenes producers making the essential ingredients for the AI Revolution.

InvestorPlace Senior Analyst Eric Fry calls these components “Golden Rivets.” And in his recent free broadcast, he reveals why they are creating a $10 trillion opportunity that is even better than the one offered by the Magnificent Seven. Today, I’m going to reveal one of these Golden Rivets and three top picks that are churning it out. To find out the rest, you’ll have to watch Eric’s Market Shock presentation here .

The Golden Rivet I’m going to discuss is everywhere in our modern lives. But you can’t touch or taste it… and you’re not supposed to see or hear it (unless something has gone very, very wrong). I’m talking about electricity … one of the greatest bottlenecks of the AI Revolution. And over the next several years, we are going to hear a lot about this invisible force. That’s because electricity is expected to be the No. 1 reason for data center project delays. Analysts currently forecast that around 40% of all planned data centers for 2026 will get pushed into 2027… and the cause will be either the lack of power equipment (transformers, battery systems) or the inability to connect data centers to the main electrical grid. That will push construction planned for 2027 into 2028… and so on. In other words, the Magnificent Seven companies are building massive power-hungry data centers, but they have nowhere to plug them in. That’s going to create a bonanza for power utilities and electrical component makers that supply AI data centers. In fact, some power companies have sold out their production through 2030. High-voltage transformers and heavy-duty gas turbines are now even harder to obtain than the highest-end Nvidia chips, simply because there are none available.

Now, here are three electricity Golden Rivet companies that should benefit, from the riskiest to the least risky… The Moonshot Bet You might recognize my first pick from a Sunday Digest last year when the company still traded in the $8 range: Fluence Energy ( FLNC ). Fluence is a utility-scale energy storage provider. Think of it as storing power in a bottle: Fluence charges massive arrays of batteries when too much electricity is generated, and then dumps it back into the grid when it is needed. Demand for Fluence’s services has been incredible. Virtually every AI data center needs battery backup systems, because gas turbines cannot spin up fast enough to keep up with sudden demand spikes. Fluence’s batteries give that extra jolt. Ask any child who has ever licked a 9V cell. The popularity of renewables like solar a...