ReposiTrak (TRAK) Insider Trading & Ownership

Big Tech is spending roughly 725 billion dollars this year on data centers, fueling a power crisis beneath the AI boom. Whitney Tilson, the analyst CNBC dubbed The Prophet, says the next big energy winner is not uranium, wind, or solar. The Department of Energy calls this fuel a 50 State Solution, and the International Energy Authority projects a 2.5 trillion dollar wave of investment behind it. A major power plant project set to switch on in October 2026 could be the catalyst for this sector.

Almost 80,000 tech jobs vanished in the first three months of 2026. Meta cut 14,000 roles, Microsoft offered separation packages to 8,500 workers, and Oracle is reportedly eliminating up to 30,000 positions. Goldman Sachs estimates 12,400 Americans are being financially displaced every single day. Analyst Porter Stansberry says the real driver runs deeper than AI - and two Nobel Prize winners have issued the same warning. He calls it the Final Displacement, and he's releasing a full investigation with specific companies to buy and sell before the next wave hits.