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- Trading Insights 11/17/25
Trading Insights 11/17/25
Mike Larson
November 17, 2025
Mike Larson | Editor-in-Chief
How much is TOO much? That’s the question investors are increasingly asking when it comes to Artificial Intelligence (AI) spending. And this week’s MoneyShow Chart of the Day might really make you stop and think!
It shows the data center boom, as measured in gigawatts (per the Wall Street Journal). Specifically, it shows how many GW of capacity has already been built...is currently being built...is in the planning stages to be built...or might eventually be built, if various project headwinds can be overcome.
Source: Wall Street Journal
As you can see, it’s absolutely incredible. We’re talking about more than 80 GW in 2025, compared with single digits just a few years ago.
If you add up ALL AI infrastructure spending globally – then project it out through 2030 – you get a number around $5 TRILLION, per JPMorgan Fundamental Research. There are roughly 8.2 billion people in the world, so that’s enough to give each of them around $610.
Investors have gotten rich playing the AI boom. Many AI stocks have spun off enormous gains, including those highlighted by MoneyShow speakers.
The question being asked now, though, is “How much is too much?” You have to decide as an investor what kind of answer this chart provides. Will the “bars” of capacity keep growing for a few more years...or is a turning point coming?
Last week, Jim Bianco, Jason Bodner, Larry McDonald, and Mish Schneider joined me and Gav Blaxberg of Wolf Financial for a market roundtable. The one-hour livestream discussion covered stocks, cryptocurrencies, commodities, and more — and was packed with timely, actionable intel.
If you weren’t able to join us live, you can check out the recorded version on our MoneyShow YouTube channel. Then see all of these experts IN PERSON at our upcoming Sarasota Symposium!
Final Day for “Early Bird” Sarasota Pricing — Claim Your Pass Today!
Our 2025 MoneyShow Masters Symposium Sarasota is fast approaching — and today is the FINAL day you can claim “Early Bird” pricing. A Standard Pass will go up $50 starting tomorrow, so don’t wait. Claim your pass to the Dec. 1-3 conference at the Ritz-Carlton Sarasota today!
SPX: How to Play a Probable Seasonal Bounce Using Options
👉️ TICKER: SPXWe aren't bullish on the stock market, but even amid the financial crisis, stocks rallied over the holiday season. Buying a cheap call option comes with limited risk, so if we are wrong and the tides turn early, it won't be a bank-breaker, notes Carley Garner, senior commodity market strategist and broker at DeCarley Trading.
Bitcoin: After Downside Break, How Far Could it Fall?
With seasonality bullish for the rest of 2025, the assumption by many is that investors have nothing to worry about until 2026. But after Friday’s debacle, will it be spam for Thanksgiving and coal for Christmas? Here's my take, writes John Eade, president of Argus Research.
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