The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we just finished Phase 1 2023-2025
$NVDA → AI GPU king powering training, inference, and hyperscaler demand.
$MU → High-bandwidth memory critical for AI servers and massive compute.
$COHR → Photonics and optical connectivity enabling ultra-fast AI data transfer.
$MRVL → Custom AI networking chips powering cloud and hyperscale infrastructure.
PHASE 2 transititioning into in 2026–2027
$IREN → AI-focused data centers securing scalable power for compute expansion.
$WULF → Energy-efficient infrastructure supporting massive AI compute requirements globally.
$VRT → Cooling and power systems preventing AI data center bottlenecks.
$ETN → Electrical infrastructure backbone powering hyperscale AI facility growth worldwide.
$CEG → Nuclear and clean energy demand exploding from AI power consumption.
$ANET → High-speed networking moving enormous AI workloads between GPU clusters.
$MRVL → AI networking silicon connecting compute, memory, and cloud infrastructure.
PHASE 3 (this is massive bottleneck from 2027-2029)
$MP → Rare earth materials essential for robotics, EVs, and defense systems.
$USAR → Domestic critical mineral supply chain supporting future AI manufacturing.
$ASTS → Space-based connectivity enabling global autonomous and AI communication networks.
$RKLB → Affordable launch infrastructure supporting defense, satellites, and AI expansion.
$KTOS → Autonomous warfare and AI-driven military systems entering mass adoption.
$TSLA → Real-world AI robotics, autonomy, manufacturing, and autonomous transportation leader.
$SYM → Warehouse robotics automating global logistics with AI-powered machine systems.
PHASE 4 — Full automation (2030+)
$MSFT → AI operating layer integrating agents into enterprise software ecosystems.
$GOOGL → Search, infrastructure, and AI distribution dominance across the internet.
$META → Consumer AI ecosystem integrating assistants, commerce, and social platforms.
Quantum plays → Next-generation computing unlocking exponential AI capability breakthroughs.
The pattern is simple:
Infrastructure → Expansion → Domination.
We are only in Year 3 of 15.
يشكل إنجاز أول محطة للتاكسي الجوي في #دبي نقلة استراتيجية في مسيرة الإمارة نحو ريادة مستقبل التنقّل الحضري، وتجسيداً عملياً لرؤية صاحب السموّ الشيخ محمد بن راشد آل مكتوم، نائب رئيس الدولة رئيس مجلس الوزراء حاكم دبي، رعاه الله، في ترسيخ مكانة دبي مدينةً عالميةً للابتكار وتبنّي الحلول المستقبلية.
وتتكون المحطة، التي نُفذت وفقاً لأعلى معايير السلامة الدولية، من مبنى بارتفاع أربعة طوابق على مساحة 3100 متر مربع، ومواقف للسيارات من طابقين، ومنصتين لإقلاع وهبوط التاكسي الجوي، ومعدات لشحن مركباته، ومرافق مكيفة لاستقبال الركاب وتقديم الخدمة لنحو 170 ألف راكب في العام الواحد.
حمدان بن محمد يتفقّد سير العمل في أول محطة للإقلاع والهبوط العمودي للتاكسي الجوي بالقرب من مطار دبي الدولي، مع إنجاز المحطة الأولى من نوعها على مستوى العالم.
@rta_dubai I @jobyaviation I @Skyports_Infra
Hamdan bin Mohammed reviews newly completed Air Taxi Station near Dubai International Airport, the first facility of its kind in the world.
@rta_dubai I @jobyaviation I @Skyports_Infra
Hamdan bin Mohammed reviews newly completed Air Taxi Station near Dubai International Airport, the first facility of its kind in the world.
@rta_dubai I @jobyaviation I @Skyports_Infra
“The #UAE is attractive, the UAE is beautiful, the UAE is a model. May Allah protect the UAE, protect its people, and safeguard everyone, who lives in it with dignity and security, and I promise everyone, we will emerge stronger than before”.
- His Highness Sheikh Mohamed bin Zayed Al Nahyan @MohamedBinZayed 🇦🇪 💙
Today, I chaired a meeting of The Executive Council, where we approved an AED 1 billion support package for Dubai’s business sector, to be rolled out from 1 April over the next three to six months. The measures are designed to strengthen the economy's resilience, readiness and agility. We also reviewed Dubai’s 2025 performance, with GDP rising by 5.4% to exceed AED 937 billion.
Our message is clear: Dubai remains committed to supporting individuals, families and businesses with confidence and stability. With strong institutions and deep community ties, the emirate continues to grow, turning challenges into opportunities and emerging stronger than ever.