CITIZEN, US

US ARMY AIRBORNE VETERAN -

[CITIZEN, US @JohnDD511]

@ChrisCamillo This is why I rotated from picks and shovels into hyperscalers. All this AI is to make money, not just more AI.

[CITIZEN, US @JohnDD511]

It may just have been “style” but this July I don’t want anything that the DSA / Communist wears on my face.

[CITIZEN, US @JohnDD511]

@eliano That right there! He is Alex Karp! He is not nuts. He passionately loves America! He is not Duncan Park! He sees the future like no one else!

[CITIZEN, US @JohnDD511]

Seeing a man arrested for disagreeing with a religion and speaking publicly about it in the UK sure makes it clear Britain wasn’t free when America revolted and despite our having saved them from obliteration 3x since (WWI, WWII, & Cold War); BRITAN IS NOT FREE.

[CITIZEN, US @JohnDD511]

I see the chokepoints.
NVDA—compute.
ASML/KLAC—tools.
VRT—cooling.
ETN/PWR—power.
COHR—optics.
FLNC—storage.
Hardware over vaporware.
Before AI writes code… these names get purchase orders.
Aschenbrenner sees AGI. I see what gets built first.

#AI #13F #Invest

[CITIZEN, US @JohnDD511]

Aschenbrenner sees AGI.
I see the chokepoints.
NVDA—compute.
ASML/KLAC—tools.
VRT—cooling.
ETN/PWR—power & grid.
COHR—optics.
FLNC—storage.
Before AI writes code… all of them get purchase orders.
I’m not buying hype.
I’m buying bottlenecks.

#AI #13F

[CITIZEN, US @JohnDD511]

Aschenbrenner sees AGI.
I see what must be built first.

Before AI writes code… someone must supply the chips, power, cooling, optics, grid, and data centers.

Vaporware talks.
Hardware gets purchase orders.

I’m not buying hype.
I’m buying the bottlenecks.

#AI #13F #Investing

[CITIZEN, US @JohnDD511]

Some read 13Fs to see where money was.
I read them to see where money must go next.

1849: picks, shovels, rail, steel.
2026: power, cooling, chips, optics, grid.

I’m not chasing gold.
I’m buying the toll booths.

#AI #13F #Investing

[CITIZEN, US @JohnDD511]

I may not be Leopold Aschenbrenner… but I see the gold rush.
1849: fortunes weren’t made by miners, but by those selling picks, shovels, rail, and steel.
2026: same story.
AI needs power, cooling, chips, optics, grid, and data centers.
Not chasing gold.
I’m buying toll booths.

[CITIZEN, US @JohnDD511]

1849: Most miners chased gold.
The smart money sold picks, shovels, rail, steel, and supplies.

2026: Same story.

AI’s gold rush needs power, cooling, chips, optics, networking, and data centers.

I’m not chasing gold.
I’m buying the toll booths.

#AI #Investing #GoldRush

[CITIZEN, US @JohnDD511]

Power. Cooling. Grid. Optics. Lithography. Physical infrastructure: ALL HARD-WEAR! Has to come before the first chip is powered up! Figure out what Leopold Aschenbrenner knows!

[CITIZEN, US @JohnDD511]

Not Leopold Aschenbrenner: Most investors chase AI software.
I’m buying the companies that get paid before the GPU ever turns on.

NVDA. ASML. VRT. ETN. PWR. FLNC. MU. KLAC. COHR. CLS. FIX. MOD. NVT. HUBB. EME. ECL.

Power. Cooling. Grid. Optics. Lithography. HARD-WEAR!

[CITIZEN, US @JohnDD511]

Staying focused on quality compounders in the sectors that matter most for the decade ahead.What are you positioning for in this environment? #Investing #AIInfrastructure #Semiconductors

[CITIZEN, US @JohnDD511]

and https://t.co/u0oYU4T3VO's a bet on the physical backbone that powers next-gen computing, data centers, electrification, and advanced manufacturing. Market's been choppy lately, but the long-term setup still looks compelling.

[CITIZEN, US @JohnDD511]

My portfolio is heavily leaning into the infrastructure buildout for the AI era. Positions in leaders like NVDA, ASML, VRT, MU, and CLS sit alongside strong industrial and electrical plays such as ETN, PWR, HUBB, EME, FIX, and NVT. Added some energy transition exposure with FLNC

[CITIZEN, US @JohnDD511]

@RealJamesWoods Duh!

[CITIZEN, US @JohnDD511]

@Liza_6610 R

[CITIZEN, US @JohnDD511]

@Jennnyyyyyy 51

[CITIZEN, US @JohnDD511]

@Amber_6610 Window, widow, windrow, willow, winnow to name a few.

[CITIZEN, US @JohnDD511]

@Simi_2210_ 35