Cryptofather

Crypto enthousiast, product design by nature. Helped raise 25ml in SaaS funding.

[Cryptofather @Cryptofather]

Congratulations @c0mputeAI early on phase 3

[Rand Group @randgroup]

The AI supercycle will last 15 years. We're in year 3.

Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3.

I mapped the entire cycle into 4 phases with the tickers that matter at each stage:

The AI supercycle is the biggest investment theme of our generation. Bigger than mobile. Bigger than cloud. A 15 year structural shift that will reshape every sector of the global economy. Hyperscalers just committed $725 billion in capex for 2026, nearly doubling last year. Microsoft, Google, Amazon, and Meta each spending over $100 billion individually.

This is not speculation. I've mapped the entire supercycle into four phases so you know exactly where we are and where the asymmetric opportunities sit.

🔴 Phase 1: Already Ran (2023 to 2025)

The foundation layer is complete. $AMD ran 78% in 2025, $NVDA 39%, and $INTC just posted a blowout Q1 that sent the Philadelphia Semiconductor Index above 10,000 for the first time. Chips still power every phase but the generational entries are gone and risk/reward has compressed.

- $NVDA, $AMD, $ARM, $INTC, $AVGO, $MU, $GLW
- Semiconductors, Memory & Storage,Photonics/Optics
- Foundation complete. Still growing but priced for it.

🟠 Phase 2: Peak Buildout (2025 to 2027)

The phase most investors just woke up to. $CEG acquired Calpine to become the largest U.S. private power producer at 55 GW. $GEV up over 200% in a year. $VRT co engineering cooling for NVIDIA's Rubin architecture. $GLW up 74% YTD on optical fiber demand. Nuclear SMRs are the breakout with $OKLO, $SMR, and $BWXT positioning to power data centers directly. Still upside but the obvious names have moved.

- $CEG, $GEV, $VRT, $VST, $TLN, $ANET, $GLW, $MOD, $EQIX $OKLO, $SMR, $BWXT, $NNE
- Power/Grid, Cooling, Networking, Nuclear/SMR Peak buildout.
- Nuclear SMRs are the sleeper.

🟡 Phase 3: The Positioning Window (2026 to 2028)

Where AI escapes the data center and enters the physical world. Most will be late. Tesla converting Fremont to Optimus production, $25B capex, mass production targeted H2 2026. Rocket Lab posted record $602M revenue with $1.85B backlog. $LUNR up 47% YTD with $943M in contracts. $KTOS Valkyrie drone selected for the Marine Corps. The window to position is open right now.

- $TSLA, $RKLB, $LUNR, $KTOS, $AVAV, $PATH, $ISRG $MP, $FCX, $ALB, $ASTS
- Robotics/Autonomy, Space/Defense/Drones, Rare Earths
- This is where the asymmetric risk/reward lives.

🟢 Phase 4: Final Frontier (2028+)

The endgame. Microsoft capex $190B. Alphabet $190B. Amazon $200B. Meta $145B. Google Cloud backlog past $460B. They're building the rails for AI software dominance and AGI. Quantum still early but $IONQ and D Wave are laying groundwork. The platforms that control the software layer win the entire supercycle.

- $MSFT, $GOOGL, $AMZN, $META, $ORCL, $IONQ
- AI Software Dominance, AGI Infrastructure Decade long thesis.
- Accumulate on weakness.

💊 Key Takeaway

- Phase 2 is confirmed ($725B hyperscaler capex)
- Phase 3 is where the smart money positions nowRobotics, space, defense, nuclear
- SMR are the 2026 to 2028 trades
- Most will rotate into these names 12 months too late

15 year supercycle. Not a trade. Phase 1 ran. Phase 2 is priced. Phase 3 is where you want to be.

[SVR @SVRtweeets]

super bullish here on solana:EmcxFTNVDqyLHp11NvwvLZ4D7LKGbG9i7B8RF7dwpump too, following some chads, it’s ai is completely uncensored which is super unique and cool lol but the best part is how you can get paid in your browser by giving up your gpu to serve other peoples prompts

[Cryptofather @Cryptofather]

@animesh_garg @Scrotoshi @BankingItIn Do you need a new pair of glasses?

[Cryptofather @Cryptofather]

@leyten @c0mputeAI Looking solid!

[leyten @leyten]

I have many more features lined up for @c0mputeAI.

Been building it for months and what we have right now is a good and stable foundation to build upon.

What I want to implement next is an api endpoint to the decentralized network.

This way agents such as Hermes and OpenClaw can tap into the c0mpute network and benefit from decentralized, private and uncensored inference.

[Cryptofather @Cryptofather]

@baseapp Baseposting

[Cryptofather @Cryptofather]

@baseapp Not great. But air sticking around good for engagement

[Cryptofather @Cryptofather]

@Scott_eth @Polymarket @sharexyz Just downloaded after you followed me, looking great!

[Cryptofather @Cryptofather]

@GrailCo Ronaldo more iconic

[Grail.xyz @GrailCo]

Ronaldo mogs Messi every time

[Cryptofather @Cryptofather]

@rbthreek @GrailCo Gronaldo also worth aping brother

[leyten @leyten]

https://t.co/M24yzhfBfc

[c0mpute @c0mputeAI]

AI powered by people, not datacenters.

[Cryptofather @Cryptofather]

@BankingItIn @0xmikedee @animesh_garg

[Cryptofather @Cryptofather]

@igoryuzo @0xbasemafia @animesh_garg @animesh_garg

[Cryptofather @Cryptofather]

@blknoiz06 This should be your hedge 0xa0dd634a9d3c91829081fc66b90103a3e5c6aeec

[Cryptofather @Cryptofather]

@mrpunkdoteth Gspeed

[Cryptofather @Cryptofather]

@fomo I believe he made some dolla in these 9 days

[Cryptofather @Cryptofather]

@0xSavior 8y5ncimGkTQFH5qe4wCVCae7WewwjvpuaNSZzUVCpump

[Cryptofather @Cryptofather]

@0xSavior https://t.co/eScWrjaQUz