Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $NOW — AI workflow automation leader transforming enterprise operations.
2. $DDOG — Agentic AI monitoring platform. 32 analyst upgrades in May, guide raised sharply.
3. $ANET — High-speed Ethernet switches powering AI data center clusters.
4. $NET — Edge security and cloud platform scaling with AI workloads.
5. $CRWD — Cybersecurity protecting the expanding AI attack surface.
6. $ZS — Zero-trust security leader, trading at a discount ahead of catalysts.
7. $SMR — Small modular nuclear reactors purpose-built for AI power demand.
8. $OKLO — Sam Altman-backed advanced nuclear for hyperscale data centers.
9. $BE — Bloom Energy fuel cells solving AI’s “time-to-power” crisis (+217% YTD).
10. $CEG — Clean nuclear energy provider fueling the AI electricity boom.
Innovation is rarely a straight line.
But these tracks look built to last.
If you had to drop one and double down on another, which would it be?
Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $AMD — MI300/MI350 AI GPU challenger gaining share fast.
2. $QCOM — Edge AI and Snapdragon platforms for on-device intelligence.
3. $HPE — Hybrid cloud + AI server solutions for enterprise.
4. $NTAP — Intelligent data storage optimized for AI workloads.
5. $FLEX — Electronics manufacturing scaling AI hardware production.
6. $MCHP — Microcontrollers and analog chips for embedded AI.
7. $STX — High-capacity HDDs for massive AI data lakes.
8. $ONTO — Critical inspection tools for advanced packaging.
9. $CAMT — Automated optical inspection for semiconductor fabs.
10. $PI — Power electronics enabling efficient AI data center operations.
Innovation is rarely a straight line.
But these tracks look built to last.
If you had to drop one and double down on another, which would it be?
Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $MRVL — AI optical interconnect & custom XPU leader. HSBC $300 target (250%+ upside), optical strength "undervalued."
2. $OKLO — Sam Altman-backed nuclear microreactors, 1.2GW Meta deal + Aurora PDC approved by NRC. 10 Buys vs 6 Holds, avg $90 target.
3. $ASTS — FCC authorized 248 satellites, AT&T/Verizon/Vodafone locked in. SpaceX IPO halo lifting the sector ahead of June 12 listing.
4. $NOK — Morgan Stanley's top AI pick. Optical/IP guidance raised to 18–20% from 10–12%. €14/$16.50 target. Low-base opportunity.
5. $BE — "Biggest outperformer in tech" says top analyst Beth Kindig (+217% YTD). Q1 rev +130%, RBC $335 target. Solving AI's time-to-power crisis.
6. $DDOG — Agentic AI monitoring leader. 32 analyst upgrades in May + Q1 beat. Revenue guide raised to $4.32B at midpoint (+25% YoY).
7. $CIEN — Nvidia Huang just endorsed optical. Q2 earnings June 4: est +248% EPS, +34% rev. B.Riley raised target to $531, 52-wk highs in session.
8. $AAOI — Optical transceivers for AI clusters. 441% YTD, Rosenblatt $220 target, $324M AI backlog. The "micro-cap" optical play that scaled.
9. $ZS — Zero-trust security leader trading down 50% from highs. May 26 earnings catalyst. Jefferies' top 2026 cybersecurity pick.
10. $SNOW — Data cloud for enterprise AI. Q1 rev +33% to $1.39B, beat by $70M. Guide raised, product rev growth accelerated to 34% from 30% QoQ.
Innovation is rarely a straight line. But these tracks look built to last.
If you had to drop one and double down on another, which would it be?
Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $COHR — Photonics & laser solutions powering AI optical interconnects.
2. $LITE — Optical networking leader for high-speed AI data center connectivity.
3. $VECO — Precision semiconductor process equipment for next-gen chips.
4. $ACLS — Ion implantation technology critical for advanced AI semiconductors.
5. $NVMI — 3D metrology & process control for cutting-edge chip manufacturing.
6. $CAMT — Automated optical inspection systems for semiconductor fabs.
7. $POWI — High-efficiency power integration chips for AI systems.
8. $SLAB — Wireless connectivity & IoT leader for AI edge computing.
9. $MXL — High-performance analog & mixed-signal solutions for infrastructure.
10. $DIOD — Power semiconductors and discrete devices enabling AI power management.
Innovation is rarely a straight line.
But these tracks look built to last.
If you had to drop one and double down on another, which would it be?
Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $KLAC — Semiconductor process control & diagnostics leader for advanced AI chips.
2. $AMAT — Wafer fab equipment giant enabling the next generation of semiconductors.
3. $LSCC — FPGA leader delivering flexible AI acceleration at the edge.
4. $PI — Power electronics specialist powering AI data center infrastructure.
5. $MPWR — High-performance analog power management for AI chips and systems.
6. $ON — Intelligent power semiconductors for AI, EVs, and industrial automation.
7. $HPE — Hybrid cloud + AI infrastructure solutions provider.
8. $NTAP — Intelligent data storage and infrastructure backbone for AI workloads.
9. $CFLT — Cloud-native data platform built for real-time AI applications.
10. $S — AI-powered security, compliance, and data protection platform.
Innovation is rarely a straight line.
But these tracks look built to last.
If you had to drop one and double down on another, which would it be?
Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $QCOM — Edge AI chip leader powering billions of connected devices.
2. $ORCL — Enterprise cloud + AI database infrastructure giant.
3. $ETN — Power management & electrical infrastructure for AI data centers.
4. $NVT — Critical cooling & electrification solutions for hyperscale facilities.
5. $KTOS — Autonomous systems & defense AI technology leader.
6. $TTD — AI-powered digital advertising & marketing platform.
7. $SMR — Small modular nuclear reactors built for AI power demand.
8. $GTLB — AI-enhanced DevOps and software development platform.
9. $RBRK — Modern data security & backup for the AI era.
10. $TEAM — AI-first collaboration & productivity software suite.
Innovation is rarely a straight line.
But these tracks look built to last.
If you had to drop one and double down on another, which would it be?
Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $CDNS — Electronic design automation leader powering next-gen AI chip development.
2. $SNPS — Semiconductor design software kingpin enabling the AI revolution.
3. $FTNT — High-performance cybersecurity platform guarding expanding AI networks.
4. $BE — Solid oxide fuel cell technology for reliable AI data center power.
5. $FLNC — Intelligent energy storage & grid solutions for AI power demands.
6. $BBAI — AI-powered decision intelligence for defense and enterprise.
7. $RGTI — Quantum computing hardware accelerating complex AI problems.
8. $DOCU — AI-driven agreement automation transforming business workflows.
9. $UPST — AI lending platform revolutionizing credit decisions.
10. $ENPH — Solar energy leader + storage powering sustainable AI infrastructure.
Innovation is rarely a straight line.
But these tracks look built to last.
If you had to drop one and double down on another, which would it be?
Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $SMCI — AI server & liquid cooling infrastructure leader exploding with hyperscaler demand.
2. $DELL — Enterprise AI infrastructure and data center solutions powerhouse.
3. $WDC — High-performance storage backbone for massive AI training clusters.
4. $PSTG — Flash storage pure play powering next-gen AI workloads.
5. $NET — Edge computing & security network essential for global data centers.
6. $MDB — Modern database platform built for real-time AI applications.
7. $OKTA — Identity & access security leader for the AI-first workforce.
8. $HUBS — AI-powered CRM and marketing automation platform.
9. $APP — AI-optimized mobile advertising and app economy machine.
10. $CRSP — CRISPR gene-editing pioneer transforming medicine and biotech.
Innovation is rarely a straight line.
But these tracks look built to last.
If you had to drop one and double down on another, which would it be?
Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $ARM — AI architecture powerhouse, AGI CPU ramp with $2B+ committed demand and data center pivot.
2. $ASTS — Space-based cellular broadband leader, satellite constellation scaling fast for global connectivity.
3. $ISRG — Robotic surgery & medical automation pioneer, expanding into AI-powered procedures.
4. $ANET — High-speed networking leader powering AI data center clusters.
5. $EQIX — Premier data center REIT with massive hyperscaler expansions.
6. $CEG — Nuclear energy giant fueling AI power demand with new SMR projects.
7. $AVAV — Autonomous systems & drone leader for defense and industrial AI.
8. $PATH — AI-powered process automation platform for enterprises.
9. $GLW — Fiber optics & glass backbone enabling high-speed AI interconnects.
10. $TER — Semiconductor test equipment essential for advanced AI chip production.
Innovation is rarely a straight line.
But these tracks look built to last.
If you had to drop one and double down on another, which would it be?
Wealth Unlocked by 2035.
My 10 most promising plays from the labs, launchpads, and data centers of tomorrow:
1. $IONQ — Commercial quantum leader with $64.7M Q1 revenue & full-year guide raised.
2. $TEM — AI drug discovery pioneer, partnered with Nvidia & Eli Lilly ($1.1B milestone deal).
3. $NRGV — Gravity storage partner of South Africa's Eskom; stock up 90% in 90 days.
4. $RKLB — 2nd largest commercial launch co, Q1 rev +64%, $2.2B backlog.
5. $VRT — Data center power/cooling pure play, $15B backlog + Q1 EPS +83%.
6. $ZS — Zero-trust security leader, 24% monthly gain ahead of 5/26 earnings.
7. $TOST — Restaurant OS, Q1 rev $1.63B + new AI suite for enterprise.
8. $SYM — Warehouse robotics, Q2 swing to $9M profit with $676M rev (+23%).
9. $OKLO — Sam Altman-backed SMRs, NRC cleared, designs custom-fit for AI data centers.
10. $EOSE — Long-duration zinc batteries, secured $100M for Frontier Power USA.
Innovation is rarely a straight line. But these tracks look built to last.
If you had to drop one and double down on another, which would it be? 👇
You're a millionaire in 2035.
This is all you did (cheatsheet):
Keep it extremely simple, boring and concentrated.
My favorite 10 plays:
1. $SYM — AI robotics automating warehouses & data centers
2. $PATH — Enterprise AI automation software
3. $ZS — Zero-trust cybersecurity leader
4. $FIX — Data center & critical infrastructure builder
5. $BWXT — Nuclear components for AI power plants
6. $ESTC — AI search, observability & data platform
7. $MDB — Modern database powering AI applications
8. $ASTS — Space-based cellular broadband (direct-to-cell)
9. $TOST — Digital operating system for restaurants
10. $CRSP — CRISPR gene-editing therapies at scale
Boring beats brilliant.
Save this. Check back in 2035.
Which one would you swap out? 👇
This is one of the more practical capital formation reforms we’ve seen from the SEC in years.
Raising the accelerated filer threshold from $700M to $2B, giving IPO companies at least a 5-year grace period before hitting full disclosure requirements, and loosening shelf offering restrictions — these changes directly attack the cost and complexity that have kept good companies private.
U.S. public listings are down ~40% from the ‘90s. If implemented well, this should unlock more quality growth companies for everyday investors instead of locking them up in PE/VC funds for years.
Spot on! 🔥 The real decade-long edge is owning the boring-but-dominant infrastructure that powers everything else.
While everyone chases the next hot narrative, the actual AI winners are the optics, cooling, packaging & power stack.
I'm all-in on $LITE $MOD $CAMT $COHR $NVT for exactly that.
You're a millionaire in 2035.
This is all you did (cheatsheet):
Keep it extremely simple, boring and concentrated.
My favorite 10 plays:
1. $ASML — monopoly in EUV lithography for next-gen chips
2. $ISRG — robotic surgery & medical automation leader
3. $MELI — Latin America’s e-commerce & fintech powerhouse
4. $SHOP — global e-commerce platform infrastructure
5. $UBER — autonomous mobility + delivery empire
6. $NOW — AI workflow automation for enterprises
7. $ZS — zero-trust cybersecurity leader
8. $ESTC — real-time search & data analytics backbone
9. $ABNB — experience economy & travel disruptor
10. $COST — membership retail compounding machine
Boring beats brilliant.
Save this. Check back in 2035.
Which one would you swap out?
You're a millionaire in 2035.
This is all you did (cheatsheet):
Keep it extremely simple, boring and concentrated.
My 12 high-conviction Must-Buy plays right now:
1. $INTC — Foundry turnaround + AI PC cycle
2. $EOSE — Long-duration zinc batteries for AI grid storage
3. $RKLB — Neutron rocket ready, space infrastructure leader
4. $NOK — 5G-Advanced + private wireless for industrial AI
5. $WOLF — Silicon carbide backbone of next-gen power
6. $IREN — AI cloud + Bitcoin mining hybrid energy play
7. $NBIS — Nebius AI cloud infrastructure scaling hard
8. $MU — HBM memory supercycle, AI's RAM king
9. $MRVL — Custom AI silicon for every hyperscaler
10. $AAOI — Optical transceivers for AI data center boom
11. $OUST — High-resolution lidar for industrial automation
12. $CRCL — Stablecoin infrastructure + digital dollar rails
Boring beats brilliant.
Save this. Check back in 2035.
Which one would you swap out? Drop your thoughts 👇
You're a millionaire in 2035.
This is all you did (cheatsheet):
Keep it extremely simple, boring and concentrated.
My favorite 10 plays:
1. $RKLB — rocket launch + space services
2. $AVGO — custom AI silicon + dividend
3. $PLTR — defense AI operating system
4. $LRCX — enabling every AI chip
5. $SOUN — voice AI on the edge
6. $VST — powering the AI grid
7. $MTSI — satcom + AI data center
8. $ALAB — AI interconnect hidden gem
9. $GLW — fiber backbone of AI clusters
10. $FLT — space recyclers (high risk)
Boring beats brilliant.
Save this. Check back in 2035.
Which one would you swap out?
You're a millionaire in 2035.
This is all you did (cheatsheet):
Keep it extremely simple, boring and concentrated.
My favorite 10 plays:
1. $RKLB — rocket launch + space services
2. $AVGO — custom AI silicon + dividend
3. $PLTR — defense AI operating system
4. $LRCX — enabling every AI chip
5. $SOUN — voice AI on the edge
6. $VST — powering the AI grid
7. $MTSI — satcom + AI data center
8. $ALAB — AI interconnect hidden gem
9. $GLW — fiber backbone of AI clusters
10. $FLT — space recyclers (high risk)
Boring beats brilliant.
Save this. Check back in 2035.
Which one would you swap out?
I’ll only say this once.
This might be the fastest way to accumulate $1 million by 2027:
$NET — $185 → Must buy
$CRDO — $175 → Must buy
$MRVL — $160 → Must buy
$ALAB — $193 → Must buy
$AVGO — $418 → Must buy
People are always asking, “Why don’t you charge for this?”
It’s simple. This is a hobby, not a business. I’m not short on money.
That’s why I’m sharing this for free.
Save this. Come thank me in 2027.
Who wants to buy these with me? 👇
I'll only say it once.
Fastest way to $1M by end of 2026:
$CRWV →$113Must buy
$TSLA →$415Must buy
$RKLB →$92Must buy
$GLW →$190Must buy
$IONQ →$45Must buy
$NBIS →$178Must buy
No explanation needed. Just conviction.
Save this. Thank me in 2026.