---
title: "While politicians are bickering, capital is making moves: The new AI king behind the $3 trillion dea"
description: "While politicians are bickering, capital is making moves: The new AI king behind the $3 trillion deal 🚀The financial world has been quite divided these past two days. On one side, Trump publicly &#34"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000395632.md"
published_at: "2026-01-13T04:04:45.000Z"
author: "[旧识先生](https://longbridge.com/en/profiles/25193632)"
---

# While politicians are bickering, capital is making moves: The new AI king behind the $3 trillion dea

While politicians are bickering, capital is making moves: The new AI king behind the $3 trillion deal 🚀

The financial world has been quite divided these past two days. On one side, Trump publicly "admitted Powell is under investigation," causing an uproar with claims of shady dealings in the Fed's building projects; on the other, Moody’s quietly dropped a bombshell: $3 trillion will be poured into data centers over the next five years. As traders, we shouldn’t just focus on the gossip about Powell’s building projects—we need to keep an eye on where the money is flowing.

Why CoreWeave?

There’s one particularly striking detail in Moody’s report: It places CoreWeave on equal footing with Microsoft, Amazon, and Google. You have to understand, this company started as a small-time mining operation, but now it’s one of the "Big Six" in global computing infrastructure. This year, the capital expenditures of these six giants on data centers are expected to reach $500 billion. AI infrastructure has gone from "concept" to "physical reality," and if you don’t catch this wave, you might not even get a ticket to the bull market.

The logic has also changed: Computing power is the gold of 2026

Stop saying AI hasn’t landed. Big tech is betting on computing power—without it, you can’t even enter the race. That’s why, even if Trump stirs up some news and causes short-term market fluctuations, things quickly recover, because the structural buying pressure is already written in Moody’s report, backed by $3 trillion.

The trader’s steady mindset

Even political black swans won’t shake us. If Powell’s issue is just about compliance in infrastructure, it’s a personal liability, not a systemic collapse. In fact, these sudden negative shocks create small dips, giving us opportunities to buy into hardcore logic stocks like CRWV at the bottom.

When volatility is high, don’t try to guess the top, and don’t let fake news scare you. Keep an eye on the 21-week moving average—as long as that line holds, the three-wave narrative isn’t over yet.

What do you think—should we hold $Nebius(NBIS.US) or $Coreweave(CRWV.US)? Let’s discuss in the comments. 👇

### Related Stocks

- [CRWV.US - Coreweave](https://longbridge.com/en/quote/CRWV.US.md)
- [NBIS.US - Nebius](https://longbridge.com/en/quote/NBIS.US.md)
- [GOOG.US - Alphabet - C](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US - Alphabet](https://longbridge.com/en/quote/GOOGL.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.
