At 40k followers, I’m dropping my highest-conviction setup publicly for this summer, and maybe my favorite asymmetric bet of the next few years.
The upside here is enormous.
Can we make it happen today? 🤔
Like/RT to make sure we can make it happen today.
Minister LaGrange — halting the rebrand shows you're listening. Albertans appreciate that.
Now listen to this: integrated Fire-EMS services are not a cost problem to be solved — they are a performance asset to be protected. Lower EMS unit downtime. Stronger staffing and retention than direct delivery; Better morale on the front lines. 16 years of proven partnership with the province.
The March 13 ultimatum — accept our rate or lose your contract — undermined all of that without a single negotiation. A punch in the gut to the services and frontline staff who have been propping up a failing provincial EMS model for years.
The course is still reversible. Rescind the ultimatums and reopen formal negotiations with integrated service communities.
They've earned that much. @AdrianaLaGrange
My top 5 best AI stocks to invest in long-term:
These are my biggest positions, and I believe each of these will 10x or more over the next 5 years:
$NBIS: The man who built Russia’s Google, lost it to Putin, and rebuilt from nothing. $46 billion in contracted backlog from Microsoft and Meta. 684% revenue growth year over year. $9.3 billion in cash. ARR guided to $7 to $9 billion by end of 2026.  The fastest growing AI infrastructure company most people still haven’t heard of.
$AAOI: Every AI GPU cluster needs optical transceivers. $AAOI makes them. Revenue went from $210 million in 2023 to $456 million in 2025 to a $1 billion+ guide for 2026. $LITE is now $850. $COHR is at $370.  $AAOI makes the same products, growing faster than both, at a fraction of the valuation.
$CRDO: Revenue up 205% in fiscal 2026. Earnings up 805%. FY2027 guidance projecting 80%+ growth with optical products contributing over $600 million.  622 employees printing $40 billion in market cap. The AI connectivity play nobody is talking about loudly enough.
$MXL: Q1 2026 revenue up 43% year over year. Infrastructure sales surged 136% and became the core business.  Panther V targets AI inference bottlenecks across a $5 billion serviceable market. Benchmark just initiated with a Buy and a $125 price target.  Early innings of a full re-rating.
$MRVL: Jensen Huang called it the next trillion dollar company at Computex. They just joined the S&P on Friday. Q1 FY2027 revenue $2.42 billion, up 28% year over year. FY2028 revenue target of $16.5 billion.  Custom ASICs and optical interconnects. The custom silicon wave has barely started.
Five different companies. One common purpose. All of them are building the infrastructure the AI era runs on.
I am long all five. Not financial advice. Do your own research.