Timing is the most important factor in your investment decisions today, especially when it comes to nailing the alternative data center stocks that should be on everyone’s radar… but aren’t.
Look, I don’t need to tell you how crucial it is to time the market just right, do I? It’s certainly not easy, yet accurately timing the bottom could mean all the difference when it comes time to exit your trade.
It’s the difference between taking your profits off the table, or convincing yourself that booking that loss will come in handy when you’re filing your taxes next year.
I know which one I prefer.
Given the market bloodbath that took place last month, you should already be on the lookout for a good deal, perhaps an oversold niche sector that will have a ton of momentum heading into the latter half of the year and into 2026.
If you’re looking, there’s no better place to start your search than data center stocks; oversold, beaten down, and yet still hold a tremendous amount of momentum going forward.
But this may not be going where you think it is…
At first glance, I don’t blame you if you scoff at the idea that alternative data center stocks are worth a second glance right now. After all, Microsoft announced at the end of March that it was cancelling up to 2 GW of data center projects.
As you might expect, the truth got lost in the headlines. This bearish sentiment was further fueled by the trade war and tariff spat that is dominating the media right now.
And it couldn’t be a better time to strike, because I’m willing to wager that a prolonged trade war isn’t in the cards. If that holds true and President Trump starts announcing new trade deals in the coming weeks, you can bet the market will drive higher on the good news.
Pay a little closer attention to the latest round of earnings, and you’ll find that demand isn’t nearly as bad as the headlines make it to seem.
Amazon reported that its cloud division was its best moneymaker during the first quarter. CEO Andy Jassy even described demand for AI-related cloud tools as insatiable right now.
A few days ago, Microsoft echoed this sentiment after reporting strong growth in its cloud division that jumped by more than 20% year-over-year.
We saw the same message across the sector time and again — just wait until the market catches on.
Believe me, there are far better ways to take advantage of this miscalculation by the market, and that’s where these alternative data center stocks come into play.
Nowhere else will you find a more profitable niche in future data center demand than in the energy sector.
Earlier this year, analysts at Goldman Sachs finally caught on, warning that global power demand from data centers would increase 50% over the next two years and surge as much as 165% by 2030.
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But let's stay a little more local, shall we? Here in the U.S. our thirst for more power is growing at a far stronger pace than most people realize. Even the EIA can’t deny this growth and projects that our demand for electricity will hit a new record this year, then climb even higher in 2026.
Here’s the catch…
If we learned anything from the massive blackouts that crippled all of Spain earlier this week, it’s that our power grid needs to be ready for this surge in demand.
The good news is that our power grid isn’t the same. Oh, we’ll certainly see renewables like solar play a huge role in capacity additions going forward — currently accounting for nearly one-quarter of our electrical generation.
Nobody is suggesting we don’t continue developing our clean sources of energy. However, you’d be foolish to think that those renewable sources will bear the brunt of our electric power demand as those data centers are built.
Our grid is still dominated by traditional baseload power like natural gas and nuclear, which together account for almost 60% of our electrical generation:
Not only will that grid dominance continue for years to come, it’ll turn those players into the kind of alternative data center stocks that need to be on everyone’s radar.
The only question you need to be asking now is: Where to start looking?
Don’t worry, I have you covered on that.
Until next time,
Keith Kohl
Check us out on YouTube!A true insider in the technology and energy markets, Keith’s research has helped everyday investors capitalize from the rapid adoption of new technology trends and energy transitions. Keith connects with hundreds of thousands of readers as the Managing Editor of Energy & Capital, as well as the investment director of Angel Publishing’s Energy Investor and Technology and Opportunity.
For nearly two decades, Keith has been providing in-depth coverage of the hottest investment trends before they go mainstream — from the shale oil and gas boom in the United States to the red-hot EV revolution currently underway. Keith and his readers have banked hundreds of winning trades on the 5G rollout and on key advancements in robotics and AI technology.
Keith’s keen trading acumen and investment research also extend all the way into the complex biotech sector, where he and his readers take advantage of the newest and most groundbreaking medical therapies being developed by nearly 1,000 biotech companies. His network includes hundreds of experts, from M.D.s and Ph.D.s to lab scientists grinding out the latest medical technology and treatments. You can join his vast investment community and target the most profitable biotech stocks in Keith’s Topline Trader advisory newsletter.
P.S. Trump Devises the Death of the IRS
Trump just signed a historic executive order to abolish the IRS as we know it — replacing taxes with direct payouts from a $1 trillion National Investment Fund. Everyday Americans could soon collect checks worth up to $21,307… but only if they act before the first wave goes out.
