You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-2025
chips · memory · connectivity
$NVDA (+3,8 %) → Designs the GPUs every AI model trains and runs on.
$MU (+4,29 %) → Makes high-bandwidth memory inside every AI server.
$COHR (+15,73 %) → Moves data at light speed between GPUs optically.
$MRVL (+5,79 %) → Custom silicon connecting every chip in a hyperscaler's cluster.
$AVGO (+1,41 %) → Builds Google's, Meta's, and Apple's custom AI chips quietly.
$AMD (+9,62 %) → Only credible GPU rival to NVDA for AI training.
PHASE 2 — The grid gets built (2026–2027)
power · cooling · networking
$IREN (+17,11 %) → AI-native data centers built to scale compute and power.
$WULF (+12,04 %) → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads.
$VRT → Cooling and power systems keeping AI data centers running.
$ETN → Electrical gear powering every hyperscale AI facility being built.
$CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands.
$ANET → High-speed switches moving massive AI workloads across GPU networks.
$GEV → Gas turbines physically delivering power to data centers.
$SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density.
PHASE 3 — The massive bottleneck (2027–2029)
materials · space · autonomy
$MP → Mines rare earth materials used in AI hardware and defense.
$USAR → Domestic minerals securing U.S. AI manufacturing independence.
$ASTS (+9,16 %) → Satellites delivering AI connectivity to every corner of Earth.
$RKLB (+17,37 %) → Low-cost rockets launching satellites powering AI communication networks.
$KTOS → AI-driven autonomous weapons systems entering mass military deployment now.
$TSLA (+6,12 %) → Leads real-world AI through robotics, autonomy, and manufacturing.
$SYM → AI-powered warehouse robots automating global logistics at scale.
$ALAB (+7,82 %) → Chip packaging bottleneck — critical past 100K GPU nodes.
$PLTR (+5,57 %) → Software turning AI compute into defense and enterprise decisions.
PHASE 4 — Full automation (2030+)
platforms · agents · quantum
$MSFT (+1,13 %) → Deploys AI agents across every enterprise software product it sells.
$GOOGL (+2,52 %) → Controls AI search, cloud, and consumer distribution globally.
$META (+3,1 %) → AI assistants across 3 billion users in social and commerce.
$CRM (-1,36 %) → AI agents inside enterprise sales — 150K customer moat.
$NOW (+2,23 %) → AI workflow OS for Fortune 500 enterprises.
Quantum
$IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs.
