I have made MILLIONS trading the AI Sector Rotation
Print this. Keep this. It’s how the next Millions will be made.
My Secret to catching it early?
Following the Sector ETF’s for strength and weakness
AI Ecosystem
• $AIQ: $AMD $INTC $SKHY
Semiconductors
• $SMH: $NVDA $TSM $AVGO
Memory
• $DRAM: $MU $SNDK $WDC
Photonics
• $EUV: $LITE $COHR $AAOI
Software
• $IGV: $PLTR $NOW $ORCL
Cybersecurity
• $CIBR: $CRWD $PANW $FTNT
AI Infrastructure
• $WGMI: $IREN $CORZ $HUT
Data Centers
• $DTCR: $EQIX $DLR $VRT
Physical AI
• $BOTZ: $ISRG $CGNX $TSLA
Space & Defense
• $ARKX: $RKLB $KTOS $SPCX
Nuclear
• $NLR: $CEG $CCJ $OKLO
Quantum
• $QTUM: $IONQ $RGTI $QBTS
Capital rotates through sectors long before most investors notice.
This is how we will catch them early.
@BunsanXBT Used to use the gov website:
Pelosi - https://t.co/x100WDqgYv
Trump - https://t.co/Myx0I5A5Nf
I spent 2 years and $300k to make an app that shows a lot more info and makes it way easier to track @insiderwave_
https://t.co/v2dcbFNOEO
If I had $100,000 to invest in individual stocks today, this is exactly how I would build the portfolio:
7 companies.
No ETFs.
Concentrated, but every stock has a clear role.
Here is the full breakdown:
1. SoFi Technologies | $SOFI
$25,000
25% of the portfolio
My highest conviction growth position.
I believe SoFi still has years of member growth, product expansion, margin improvement, and earnings growth ahead of it.
I'm only going to say this once. The AI buildout is still in the early innings.
These 10 stocks will create millionaires over the next 3 years.
1. $IREN - Iris Energy
$9.7B cloud contract with Microsoft. $3.4B AI cloud contract with NVIDIA. 1.4GW substation in West Texas. Scaling to 150,000 GPUs by year end targeting $3.7B in annualized run-rate revenue.
UFO or weird drone thing? If they were drones they were silent. It was eerie whatever it was.
Directly over Vallejo & Green Valley, California. And damn near right over Travis Air Force Base.
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