Bernie Yang

Tsinghua / NYU Stern Grad - Known to hoard 50 cent donations

[Sun Liao @sunxliao]

Once you realize the market has endless opportunities, you'll never FOMO again.

Nobody really listened to me about...

$AMD at $96.65, ran 504%
$AMPG at $3.66, ran 176%
$ASTS at $28.61, ran 368%
$IREN at $7.52, ran 923%
$MU at $92.96, ran 1250%
$NBIS at $39.12, ran 667%
$OPEN at $0.90, ran 1111%
$SNDK at $665.24, ran 253%
$WULF at $3.53, ran 746%

And now, nobody's listening again...

$AAOI at $124.22
$BTC at $64,962.38
$CCXI at $16.40
$IREN still at $37.93
$NBIS still at $189.88
$NUAI at $5.16
$SNDK still at $1,258.58
$WYFI at $24.71

Life changing money can be made in the next 12-18 months IMO... don't miss it!

PAY ATTENTION, I freely share ideas. 🤝

[Bernie Yang @BernieYang15]

@WallStreetMav Now do per capita

[🇯🇵Horiguchi🇯🇵 @HoriguchisMafia]

Conor blows his knee out again and choose to quit #ufc329

[Bernie Yang @BernieYang15]

@Cobratate Same goes for India

[Bernie Yang @BernieYang15]

@__Con_ @aleabitoreddit 👀

[Serenity @aleabitoreddit]

Names like:

- $ASX
- Sumitomo Electric
- $JBL
- $VICR
- $GFS
- $AAOI
- AlChip
- $TSEM
- $FN
- Furukawa Electric
- $CLS
- $NBIS
- $NOK
- $AMKR
- $LITE
- $COHR

Off the top of my head.

So basically, AI exposure trading in the $10-100B range.

Likely have compelling ROI right now compared to indexes or $ARM to $MRVL that ran quite a bit?

(Just a disclosure, only have financial interest in NBIS/TSEM/AAOI above)

I mention a lot of smaller ideas, but that’s just to chase outsized returns.

Still feels like many of these have room to go.

[Mike Investing @MrMikeInvesting]

Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on…

Following this; just yesterday President Trump announced he’ll buy equity stakes in US, AI companies.

These are the 6 best “dip-buy” opportunities within the AI theme:

1. Nebius ~ $NBIS
2. Iren ~ $IREN
3. CoreWeave ~ $CRWV
4. Nvidia ~ $NVDA
5. Qualcomm ~ $QCOM
6. Oracle ~ $ORCL

If you missed the Iran-US war crash then don’t make the same mistake twice.

Prices this low won’t last long…

[Leopold Stock Tracker @LeopoldATracker]

This 10 Power and AI Data centres stocks are positioned to explode in the next 2-5 years:

1. $IREN: Renewable-powered data centres for AI cloud, GPU clusters, and Bitcoin mining.

2. $CLSK – Energy-native infrastructure for Bitcoin and AI workloads.

3. $TE – Solar and hydro-powered energy solutions for AI data centres.

4. $CORZ – High-density colocation and HPC infrastructure for AI.

5. $WYFI – Tier-3 AI data centres and GPU cloud services.

6. $SEI – Behind-the-meter natural gas power for AI data centres.

7. $RIOT – Large-scale power and data centre assets pivoting to AI.

8. $BTDR – Global Bitcoin and AI cloud infrastructure operator.

9. $BW – Natural gas power systems for AI data centre deployment.

10. $KEEL: Power-rich data centres with a 2GW+ pipeline for AI and high-performance computing workloads.

Not financial advice. Do your own research.

Follow us with notifications, so you don't miss our next post

[Mike Investing @MrMikeInvesting]

Many are going to miss the largest infrastructure buildout in modern day history…

It’s not chips.

It’s not Models.

Nor it is Applications.

The Energy layer is the next to boom.

Investing into these 6 companies will make you generational wealth during this AI super cycle:

1. $USAR ~ Builds rare earth supply chains for US defense, EVs, and AI infrastructure.
2. $MP ~ America’s rare earth producer supplying the magnets & materials powering next-gen tech and defense systems.
3. $PWR ~ Engineering & electrical infrastructure giant helping build out the power grid behind AI data centers.
4. $BE ~ Fuel cell and distributed energy company positioned to support rising electricity demand from AI.
5. $OKLO ~ Nuclear startup aiming to deliver scalable, reliable clean energy for the future of AI compute & data centers.
6. $OSS ~ Modular power and energy storage systems company helping stabilize and distribute energy.

By owning these names in your portfolio you are setting yourself up to become rich.

Save this for later…

[AlAudhli 𝕏 العوذلي @alaudhli]

Khamzat Chimaev vs Sean Strickland FULL UFC FIGHT at #UFC328 https://t.co/l6R7V9OHux

[Mike Investing @MrMikeInvesting]

The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!

Many who know & capture the next phase cycles will become millionaires.

Phase 1 is officially done, & we are now onto Phase 2:

PHASE 1 — FOUNDATION LAYER (2023–2026)
$NVDA - AI GPU king powering training, inference, & hyperscale demand.

$AMD - AI accelerator competitor rapidly scaling enterprise and cloud adoption.

$MU - High bandwidth memory essential for AI servers & large scale compute.

$LITE - Fiber optic connectivity and photonics infrastructure supporting AI bandwidth.

$INTC - Domestic semiconductor and AI infrastructure turnaround play.

PHASE 2 — INFRASTRUCTURE EXPANSION (2026–2027)

$IREN - AI focused data center expansion securing scalable power for next-gen compute.

$CRWV - Cloud and AI infrastructure platform positioned to benefit from hyperscale.

$NBIS - AI infrastructure and compute exposure tied to next wave enterprise deployment growth.

$OKLO - Advanced nuclear technology positioned to support long-duration AI energy demand.

$MRVL - AI networking silicon connecting compute, memory, storage, and hyperscale infrastructure.

PHASE 3 — THE PHYSICAL AI ECONOMY (2027–2029)

$USAR - Strategic U.S. rare earth exposure tied to AI hardware and military supply chains.

$MP - Domestic rare earth production critical for magnets, EVs, robotics, and defense systems.

$RKLB - Launch infrastructure and satellite systems supporting AI driven space expansion.

$ASTS - Space based connectivity enabling future autonomous and AI communication systems.

$ONDS - Wireless defense and drone networking infrastructure supporting autonomous operation.

PHASE 4 — AGI & SOFTWARE DOMINANCE (2030+)

$IONQ - Quantum computing exposure potentially accelerating next-gen AI capabilities.

$ORCL - Enterprise AI databases and cloud infrastructure deeply integrated into corporate systems.

$AMZN - Cloud and AI infrastructure dominance through AWS and enterprise compute.

$GOOGL - AI search, inference, cloud, and AGI infrastructure powerhouse.

$MSFT - Enterprise AI ecosystem leader integrating AI across productivity, cloud, and software.

The AI super cycle is not a 1 year trade. It’s a decade long infrastructure buildout.

Save this to look back on later…

[Anuj @anujcodes_21]

INSTEAD OF WATCHING NETFLIX TONIGHT.

Spend 1 hour with this.

Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything.

The people who watch this tonight will wake up tomorrow with a new skill.

Watch it and Bookmark it now.

[Bernie Yang @BernieYang15]

@InTheAssembly He’s bearish on Google?

[Bernie Yang @BernieYang15]

@tripperhead Has your bowling improved?

[Bernie Yang @BernieYang15]

@ASvanevik What canning for trivial crimes like spray painting?

[Bernie Yang @BernieYang15]

@tripperhead @SCMPNews Not doom and gloom enough?

[Bernie Yang @BernieYang15]

@AvocadoTrador @escapefrommelos Tax is 16pct versus the 40 to 50pct the US pays

[Bernie Yang @BernieYang15]

@AustralianAths Where’s Gout Gout?