I’m running a 10k to 1M challenge off a small account. 🚀
No spam. No guru talk. Just what I’m actually doing. Inside the group:
• Real company profits
• Washed-out names
• Mispriced memory chips
• What I do when the market gets smoked
• Short-term explosive setups + live portfoliosNo promises. Just the process.
Want in? Reply YES. Free. Lurk all you want. 👀
8/
We’re not trying to chase the last wave.
We’re trying to get positioned before the next layer becomes obvious.
Compute → Infrastructure → Applications → Real-world AI
Not a recommendation.
Just the map we’re following. 👀
7/
So our positioning is split on purpose.
Power / Infrastructure:
$VST $BE
Software / AI + Biology:
$MDB $SDGR $RXRX $TWST
Small positions.
Track the data.
Watch the money.
Add only if the thesis gets confirmed.
No need to chase every green candle.
6/
$MDB — data / software infrastructure
$SDGR — computational drug discovery
$RXRX — AI + biological data + drug discovery
$TWST — DNA synthesis / synthetic biology
Different businesses.
Different risk profiles.
Same bigger theme: AI moving into the real world.
5/
Then comes the question I think gets overlooked:
After all that infrastructure is built, what does the compute actually do?
That’s where the next layer gets interesting:
AI → Software → Biology → Drug Discovery
4/
That’s why $VST and $BE are on our watchlist.
Not “guaranteed winners.”
They’re simply tied to a critical part of the infrastructure needed to keep the AI buildout running.
Power is one layer of the stack — not the whole stack.
That distinction matters.
3/
The next problem is physical.
More GPUs → more data centers.
More data centers → more electricity.
More electricity → generation, grid, transformers, cooling.
AI needs power.
And you can’t build that infrastructure overnight.
2/
Wave 1: Compute
AI chips → $NVDA $AMD
Wave 2: Memory / Storage / Data Centers
That’s where $MU and $SNDK ran.
We’re not chasing those moves.
We’re watching where the bottleneck moves next.
👮Sculpture exhibition Sculpture, addedBack at the car, I check the time—it’s already afternoon. I decide to drive to the next town, a coastal town called Brighton, where I’ve heard there’s a beautiful beach and a cozy inn to stay for the night.