# 🚨These AI Stocks Will Print Millionaires (You are investing in AI wrong) Source: https://www.youtube.com/watch?v=bL6kmFvBsX8 Recap page: https://rapidrecap.app/video/bL6kmFvBsX8 Generated: 2026-07-12T15:25:15.231+00:00 --- ## Quick Overview Investors can capitalize on the AI boom by shifting focus from over-hyped tech stocks to the essential infrastructure companies powering data centers, specifically those providing energy, power management, and specialized industrial components. These companies, including Energy Transfer, Eaton, GE Vernova, Howmet Aerospace, Baker Hughes, Cummins, Williams Companies, and EQT, are experiencing surging demand, record backlogs, and significant revenue growth as they provide the underlying power and infrastructure necessary to sustain massive AI-driven data center operations. **Key Points:** - Energy Transfer generates 90% of its earnings from long-term, fee-based contracts and is currently delivering natural gas directly to major data centers like Oracle's. - Eaton has seen a 240% year-over-year surge in data center orders and is a critical player in providing the electrical backbone and liquid cooling systems for AI racks. - GE Vernova is sold out of gas turbines through 2030, commanding 10-20% higher pricing on new units due to extreme demand and a lack of alternative suppliers. - Howmet Aerospace supplies essential single-crystal turbine blades capable of withstanding extreme heat, making them a critical, non-replaceable component for gas turbines. - Baker Hughes secured over $1.2 billion in data center power orders in a single quarter, reflecting a massive shift in demand for their aeroderivative gas turbines. - Cummins has doubled its data center revenue to $3.5 billion in the last year and has signed contracts for AI campus projects running through 2028. ![Screenshot at 15:11: visualizing the dramatic growth in EBITDA for Williams Companies from 2019 to 2025 as it transitions to a power infrastructure leader.](https://ss.rapidrecap.app/screens/bL6kmFvBsX8/00-15-11.jpg) **Context:** The rapid expansion of AI-driven data centers is creating an unprecedented demand for electricity, forcing tech companies to bypass standard power grids and build their own onsite power generation. This shift has created a massive opportunity for industrial companies that manufacture gas turbines, power management systems, and specialized high-temperature components. These 'picks and shovels' businesses are becoming the true beneficiaries of the AI boom, as their infrastructure is indispensable for the operation and scaling of high-density AI computing facilities. ## Detailed Analysis The video argues that the most profitable way to invest in AI is not through the tech companies themselves, but through the industrial firms providing the essential infrastructure to power them. As AI data centers require massive, constant, and reliable power, they are increasingly installing their own onsite natural gas power plants rather than relying on municipal grids. This trend is driving record order backlogs and revenue growth for companies that produce the necessary hardware, such as gas turbines, cooling systems, and electrical switchgear. Companies like Energy Transfer and EQT provide the fuel, while GE Vernova, Baker Hughes, and Cummins build the turbines that generate the power. Eaton provides the electrical distribution and cooling systems, and Howmet Aerospace manufactures the critical high-temperature blades inside the turbines. These companies are currently experiencing significant financial turnarounds, with many reporting record earnings, double-digit growth, and strong analyst ratings, positioning them as stable, income-generating, and growth-oriented investments in the face of the AI infrastructure race. ### Energy and Fuel Suppliers - Energy Transfer operates 130,000 miles of pipeline and delivers gas directly to data centers - EQT is the nation's largest natural gas producer and has secured exclusive supply deals with massive AI campuses in Pennsylvania. ### Turbine and Power Generation - GE Vernova is sold out of gas turbines through 2030, allowing for 10-20% price increases - Baker Hughes manufactures aeroderivative gas turbines that are faster and easier to install for urgent data center needs - Cummins has seen data center revenue surge to $3.5 billion with a record-breaking power generation backlog. ### Electrical Infrastructure and Components - Eaton provides the critical switchgear, breakers, and liquid cooling systems for high-density AI racks - Howmet Aerospace engineers the essential single-crystal turbine blades that allow gas turbines to operate at extreme temperatures. ### Infrastructure Scaling - Williams Companies is building a fleet of onsite power plants for data centers, boosting EBITDA from $4 billion to $7.4 billion over the projected period. ![Screenshot at 05:14: chart showing Eaton Corporation's 240% surge in data center orders and $14 billion backlog](https://ss.rapidrecap.app/screens/bL6kmFvBsX8/00-05-14.jpg) ![Screenshot at 08:21: graphic detailing GE Vernova's sold-out order book through 2030 and resulting pricing power](https://ss.rapidrecap.app/screens/bL6kmFvBsX8/00-08-21.jpg) ![Screenshot at 10:37: infographic illustrating Howmet Aerospace's 6x earnings growth and 10x stock performance since 2021](https://ss.rapidrecap.app/screens/bL6kmFvBsX8/00-10-37.jpg) ![Screenshot at 12:22: financial summary slide for Baker Hughes showing margin expansion and record $35.9 billion backlog](https://ss.rapidrecap.app/screens/bL6kmFvBsX8/00-12-22.jpg)