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…
You still have time to load up on $BB before retail finds out they are now a fully loaded software platform with contacts up to the government and partnerships with AI firms.
This will to $20 real quick @BlackBerry