They have the Iran deal. Itβs done .
Iran deal will be announced 2-3 days after SpaceX IPO.
You have to think like these corrupt mfers .
It will be a final pop and allow Musk to become trillionaire and retail to be bagged.
The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every key player)
Remember, data centers are the factories of the AI economy.
β‘ POWER & ENERGY
β’ $NEE β Largest US renewable utility, powering data center scale
β’ $VST β Nuclear + gas fleet; the always-on AI power play
β’ $CEG β America's top nuclear op; clean baseload for hyperscalers
β’ $GEV β Builds turbines + grid gear for the AI buildout
β’ $DUK β Southeast utility with surging data center load growth
π REAL ESTATE & SITE
β’ $DLR β Global colo REIT leasing space to cloud + AI firms
β’ $EQIX β World's largest DC REIT; interconnects clouds at neutral hubs
β’ $PLD β Industrial REIT expanding into power-dense DC development
π§ CORE INFRASTRUCTURE
β’ $VRT β Power + cooling systems inside data centers; GPU bottleneck play
β’ $ETN β Power management hardware protecting facilities from surges
β’ $CAT β Diesel backup generators β every data center runs on them
β’ $JCI β HVAC + building mgmt keeping hyperscale facilities cool
π» IT HARDWARE & NETWORKING
β’ $NVDA β Makes the GPUs running every AI model. The moat.
β’ $DELL β Servers housing GPU clusters in AI data centers
β’ $SMCI β Custom GPU servers + liquid cooling for AI racks
β’ $ANET β High-speed switches connecting GPU clusters at hyperscale
β’ $AVGO β Custom AI chips + networking silicon inside every cloud
β’ $MRVL β Data center silicon + optical interconnects for AI bandwidth
π₯ SOFTWARE & MANAGEMENT
β’ $MSFT β Azure + enterprise software; deepest AI integration of any cloud
β’ $NOW β IT workflow automation managing enterprise DC operations
β’ $NVDA (DGX SW) β Full-stack AI software optimizing GPU utilization
βοΈ END USERS & HYPERSCALERS
β’ $AMZN (AWS) β World's largest cloud; rents AI compute to everyone
β’ $GOOGL β Gemini-powered cloud competing for AI training workloads
β’ $META β One of the largest GPU buyers on earth; builds own infra
β’ $TSLA β Training massive AI for FSD; building its own Dojo supercomputer
The big picture:
β Energy + Infrastructure + Compute = The AI Moat
β The strongest positions own the bottlenecks
β Every layer matters. The factories are being built now.
Remember, these 3 words land, power and supply for AI.
$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 β Quantum computing leader with massive asymmetric upside
Buy zone: $20β25 = early-stage value accumulation
2. $IREN β Cheap energy + AI compute = powerful margin expansion
Buy zone: $25β30 = strong support + cost advantage
3. $ASTS β Space-based telecom disruptor with global scalability potential
Buy zone: $65β70 = high conviction accumulation
4. $CRWV β AI data center REIT riding infrastructure demand wave
Buy zone: $70β75 = early positioning before scale
5. $GOOG (Alphabet Inc.) β AI + search dominance with strong cash flow engine
Buy zone: $150β170 = major institutional demand zone
6. $BE (Bloom Energy) β Data center power demand drives long-term growth story
Buy zone: $120β130 = prior base + demand zone
7. $COIN (Coinbase) β Crypto infrastructure with leverage to bull cycles
Buy zone: $130β140 = strong cyclical support
8. $AAPL (Apple Inc.) β Ecosystem moat + AI integration tailwinds building
Buy zone: $220β230 = long-term value zone
9. $TSLA (Tesla) β AI + autonomy optionality with massive upside
Buy zone: $280β300 = strong psychological support
10. $LITE (Lumentum Holdings) β AI data flow bottleneck driving explosive growth
Buy zone: $500β550 = momentum continuation base
11. $NVDA (NVIDIA) β AI leader with unmatched demand and pricing power
Buy zone: $150β160 = institutional accumulation
12. $AMD (Advanced Micro Devices) β Competing in AI chips with strong upside leverage
Buy zone: $180β190 = breakout retest zone
13. $HOOD (Robinhood Markets) β Retail trading growth + monetization expansion
Buy zone: $60β65 = demand + growth inflection
14. $SOFI (SoFi Technologies) β Fintech scaling with improving profitability trends
Buy zone: $13β15 = early-stage base
15. $QS (QuantumScape) β Solid-state battery breakthrough potential long-term
Buy zone: $5β7 = speculative accumulation
16. $MU (Micron Technology) β Memory cycle + AI demand driving pricing power
Buy zone: $310β320 = cycle bottom support
17. $SNDK (Sandisk) β Storage demand surge from AI + data growth
Buy zone: $550β600 = structural demand zone
18. $ONDS (Ondas Holdings) β Private wireless + drone tech early growth phase
Buy zone: $5β6 = high risk accumulation
19. $NKE (Nike) β Global brand reset with margin recovery potential
Buy zone: $35β40 = long-term support
20. $COHR (Coherent Corp.) β Optical infrastructure play on AI data explosion
Buy zone: $220β230 = direct LITE sympathy play
β»οΈRESHARE this post & write 1 comment for my list of SMALL CAPS under $20.