Theo Trade

RJ Hamster

Hey there, Garrett Baldwin here

Quick heads up…

I’m going live in 30 minutes to expose the biggest infrastructure arbitrage I’ve seen in my career.

And everyone who attends gets instant access to my brand new report:

“The $100 Billion Backdoor: How Crypto Miners Became AI’s Secret Infrastructure Play”

This thing breaks down:

→ The exact economics driving this transformation
→ Why NVIDIA needs these miners more than miners need crypto
→ Which 5 companies are positioned to dominate AI infrastructure
→ The September 2025 deals that changed everything

Look…

I’ve consulted for Fortune 500 companies and three-and-a-half trillion dollar credit funds.

I’ve never seen anything like what’s happening right now.

While everyone’s obsessing over NVIDIA’s next earnings…

Smart money is quietly accumulating the infrastructure plays trading at 6-12x multiples…

That are about to get re-rated to 20-25x as AI companies.

Same thematic exposure. Better mathematics.

30 minutes. Don’t miss this.

Click here to join

Your free report will be available immediately after.

Stay Positive,

Garrett Baldwin

P.S. TeraWulf just raised $3 billion backed by Google. IREN hit “preferred partner” status with NVIDIA. Core Scientific signed a $3.5 billion data center contract.

This isn’t speculation anymore. It’s systematic infrastructure conversion happening at scale.

See you in 30.