While everyone expected immediate tariffs, Trump delivered something completely different.
Now Wall Street is scrambling to position for what's coming February 1st.
The Nasdaq's relatively modest gains mask a massive rotation happening beneath the surface.
Data center REITs and AI infrastructure plays are seeing unusual volume, but the mainstream coverage is missing why.
-James
P.S. Tech investors need to see these Treasury numbers and what they mean for infrastructure spending. CLICK FOR FULL STORY ยป