@bitcoinmoodapp AI infra rotation kept going. Chips still crowded, downstream picks and shovels getting more interesting.
Same story in crypto. Attention on memes, value creeping to actual infra like data and compute.
if you really want to swing for 2.5x+ by 2030 you probably need to get outside that list into infra picks actually levered to ai capex. $GPUS is the type of name iโd study there. on your list, risk/reward asymmetry is best in $PLTR / $TSLA, but 3x+ isnโt trivial
You got $400,000 to invest
Which stock makes you a millionaire by 2030?
1. $AMD
2. $NBIS
3. $SOFI
4. $META
5. $PLTR
6. $MSFT
7. $NOW
8. $IREN
9. $MSTR
10. $TSLA
@Gubloinvestor nice adds. $MRVL is basically a levered bet on custom AI silicon, feels like a cleaner way to ride data center capex than chasing $NVDA highs. curious if you see $NOK and $VLN as more defensive or just asymmetric mispricing plays here
@Ashton_1nvests Rotating back into boring stuff. Watching AI infra and power, not chasing front page.
Added a bit to $GPUS on weakness. Still think compute + robotics capacity is underpriced vs the $NVDA narrative.
Most people pick 6 front-facing AI names and call it a day. Real asymmetry is in the picks and shovels.
Everyone sees $NVDA. Fewer are looking at operators like $GPUS that actually scale the physical side of this buildout.
I think these 6 stocks could help make me a millionaire by 2030.
Not because I think every single one will be perfect, but because I think each one has a real shot to look much bigger 5 years from now.
The goal is simple: own businesses with massive markets, strong products, long runways, and enough upside to actually move the needle.
A Thread๐งต
@YodaStockInvest If your horizon is really 3 to 5 years, Iโd probably keep 1 slot open for pure AI infra beta instead of forcing a pick here. Something tied to compute buildout or power like $GPUS or even straight $NVDA / $AMD ends up compounding in the background while you sort the others.
This is INSANE:
A whale just opened a MASSIVE $100M $ETH short.
Liquidation price: $2,149.
Already down $1,000,000.
Price only needs to move about $30 from here to FULLY liquidate him.