Axl Rufi

Investor, dad, hard rock and heavy metal addict

[The Long Investor @TheLongInvest]

I don’t think I’ll ever sell

$HIMS
$OSCR
$ASTS
$ADUR
$ZETA
$ETH
$BABA
$AMD

Their potential far outweighs the market returns for the next 10 years.

[Ash Crypto @AshCrypto]

Wasted my best years in crypto.

[Dow @mark_dow]

Update:

2014: Trump says Obama will launch a war in Iran because he's not a good enough negotiator to get a deal with them

2015: Obama, gets a deal with them, with the backing of the EU, China, and Russia

2018: Trump cancels deal bc it was Obama's. Says he can negotiate a better one

2018-2020: Trump can't negotiate one. Arms control experts and Trump officials start to grumble that scrapping Obama's deal was probably a bad idea

2025: Trump still can't negotiate a deal

2025: Israel launches an attack on Iran. Drags Trump in. Trump claims Iran's nuclear capacity was wiped out

2026: Trump launches a war on Iran, citing the need to wipe out Iran‘s nuclear capacity

March-Nov 2026: Trump repeats 'new deal any day now' every two weeks

Nov 2026: Trump still can't negotiate a deal

[Urkel @SteveUrkelDude]

Imagine paying for front row seats to the NBA finals in New York, at MSG, and watching the historic, game-winning shot through your cellphone… put your phones down fam 🫡

[Axl Rufi @AxlRufi]

@saylor @Strategy you ruin the world

[Axl Rufi @AxlRufi]

@TheLongInvest $ZETA i thought already 2 weeks ago…

[John Harwood @JohnJHarwood]

he's a dangerous fanatic (though fortunately he's completely incompetent)

[Michael | Hypermarkets @itsmichaelluu]

The AI supercycle is in year 3 of 15. You didn't miss it.

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 → Designs the GPUs every AI model trains and runs on.

$MU → Makes high-bandwidth memory inside every AI server.

$COHR → Moves data at light speed between GPUs optically.

$MRVL → Custom silicon connecting every chip in a hyperscaler's cluster.

$AVGO → Builds Google's, Meta's, and Apple's custom AI chips quietly.

$AMD → Only credible GPU rival to NVDA for AI training.

PHASE 2 — The grid gets built (2026–2027)

power · cooling · networking

$IREN → AI-native data centers built to scale compute and power.

$WULF → 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 → Satellites delivering AI connectivity to every corner of Earth.

$RKLB → Low-cost rockets launching satellites powering AI communication networks.

$KTOS → AI-driven autonomous weapons systems entering mass military deployment now.

$TSLA → Leads real-world AI through robotics, autonomy, and manufacturing.

$SYM → AI-powered warehouse robots automating global logistics at scale.

$ALAB → Chip packaging bottleneck — critical past 100K GPU nodes.

$PLTR → Software turning AI compute into defense and enterprise decisions.

PHASE 4 — Full automation (2030+)
platforms · agents · quantum

$MSFT → Deploys AI agents across every enterprise software product it sells.

$GOOGL → Controls AI search, cloud, and consumer distribution globally.

$META → AI assistants across 3 billion users in social and commerce.

$CRM → AI agents inside enterprise sales — 150K customer moat.

$NOW → AI workflow OS for Fortune 500 enterprises.

Quantum

$IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs.

♻️ RESHARE this post and make 1 comment, I'll share when to add these stocks in June.

[naiive @naiivememe]

“Welcome back. You’ve been in a coma for 7 years.”

“what is the price of Ethereum now? $15k ? , i bought at $1600 in 2020 "

[Tim Miller @Timodc]

It’s been 3 months since Trump demanded unconditional surrender. Currently we can’t reliably get a boat through the Strait of Hormuz.

Humiliating display of weakness on the world stage.

[Axl Rufi @AxlRufi]

@TheRealPlanC it‘s just sad to see when all tech explodes Bitcoin sells badly, day by day

[Axl Rufi @AxlRufi]

@jrouldz love your fotos, too long I haven‘t been to NYC

[Axl Rufi @AxlRufi]

@jrouldz I like Lugano very much, there is also a little mountain, MONTE BRE, from where you have stunning views, a little train goes up there from Lugano. Being from Zurich, Lugano, Lucerne and Geneva are my fave cities. If in Lugano, check out LOCARNO, 35 m. away, smaller and beautiful!

[Axl Rufi @AxlRufi]

@jrouldz I am right here for 2 months, leaving my Swiss home 17 years ag for Asia …great pics! Thanks for all your content, I wish I had your stamina

[Axl Rufi @AxlRufi]

@ericjackson I feel so stupid to ever buying this, if I remember right you saw it at 12000, to sell it at 30. You made money, cause when you posted it, it doubled immediately. Congrats to you, and thanks for one of the most expensive lessons in my life at old age.

[Esther & Michael @SuperLuckeee]

$730 is SPY target right now, but after it will crash 20% says Tom Lee to $580.

When ON SALE, I'd add these 20 stocks:

1. $IONQ – Quantum computing leader with massive asymmetric upside
Buy zone: $20–25 = early-stage value accumulation

2. $IREN – Cheap energy + AI compute = powerful margin expansion
Buy zone: $25–30 = strong support + cost advantage

3. $ASTS – Space-based telecom disruptor with global scalability potential
Buy zone: $65–70 = high conviction accumulation

4. $CRWV – AI data center REIT riding infrastructure demand wave
Buy zone: $70–75 = early positioning before scale

5. $GOOG (Alphabet Inc.) – AI + search dominance with strong cash flow engine
Buy zone: $150–170 = major institutional demand zone

6. $BE (Bloom Energy) – Data center power demand drives long-term growth story
Buy zone: $120–130 = prior base + demand zone

7. $COIN (Coinbase) – Crypto infrastructure with leverage to bull cycles
Buy zone: $130–140 = strong cyclical support

8. $AAPL (Apple Inc.) – Ecosystem moat + AI integration tailwinds building
Buy zone: $220–230 = long-term value zone

9. $TSLA (Tesla) – AI + autonomy optionality with massive upside
Buy zone: $280–300 = strong psychological support

10. $LITE (Lumentum Holdings) – AI data flow bottleneck driving explosive growth
Buy zone: $500–550 = momentum continuation base

11. $NVDA (NVIDIA) – AI leader with unmatched demand and pricing power
Buy zone: $150–160 = institutional accumulation

12. $AMD (Advanced Micro Devices) – Competing in AI chips with strong upside leverage
Buy zone: $180–190 = breakout retest zone

13. $HOOD (Robinhood Markets) – Retail trading growth + monetization expansion
Buy zone: $60–65 = demand + growth inflection

14. $SOFI (SoFi Technologies) – Fintech scaling with improving profitability trends
Buy zone: $13–15 = early-stage base

15. $QS (QuantumScape) – Solid-state battery breakthrough potential long-term
Buy zone: $5–7 = speculative accumulation

16. $MU (Micron Technology) – Memory cycle + AI demand driving pricing power
Buy zone: $310–320 = cycle bottom support

17. $SNDK (Sandisk) – Storage demand surge from AI + data growth
Buy zone: $550–600 = structural demand zone

18. $ONDS (Ondas Holdings) – Private wireless + drone tech early growth phase
Buy zone: $5–6 = high risk accumulation

19. $NKE (Nike) – Global brand reset with margin recovery potential
Buy zone: $35–40 = long-term support

20. $COHR (Coherent Corp.) – Optical infrastructure play on AI data explosion
Buy zone: $220–230 = direct LITE sympathy play

♻️RESHARE this post & write 1 comment for my list of SMALL CAPS under $20.

[Dougie Kass @DougKass]

Enough is enough.

Read this tweet from @InTheAssembly on $ARKK performance and Cathie Wood... it is not ad hominem, its factual-

"Cathie Wood might be the most expensive lesson retail investors have ever paid for. Her flagship ARK Innovation ETF is down 23% in the last 5 years. The S&P 500 is up 77% over the same period. She has underperformed the index by 100 percentage points...

Morningstar officially labeled the ARK family of funds a “value destroyer,” noting that her funds lost roughly $14 billion in shareholder value from 2014 to 2024. But here’s the part nobody talks about: ARK Investment Management has been one of the most profitable asset managers of the last decade.

Wood has personally made tens of millions in fees while her investors have collectively lost real money. This is the part of Wall Street most retail investors do not understand. You’re not paying for performance, you’re paying for marketing."

Repeating for emphasis: the investment world and the business media (that provide Cathie Wood with a frequent platform) are both offsides and shameless regarding their continued promotion of Cathie Wood's ETF products.

Cathie Wood should be barred from @cnbc and @business - if you disagree, tell me why?

@SquawkCNBC @andrewrsorkin @joesquawk @BeckyQuick @saraeisen @guyadami @SullyCNBC @pboockvar @tomkeene @annmarie @lisaabramowicz1 @ferrotv @gnoble79 @KeithMcCullough @SamofAmerica @HedgeyeDJ @carlquintanilla @TheJudgeCNBC @CNBCFastMoney @HalftimeReport

[Axl Rufi @AxlRufi]

@TheLongInvest $ZETA very disappointing