bro immigrated from Mexico and took a $28/hr contract welding job in 2015.
didn't even know what SpaceX was.
they gave him $10,000 in stock and let him buy more through payroll deductions.
that stake is now worth $880,000.
and he's one of 4,400 employees who became millionaires on Friday. welders. technicians. cafeteria staff.
The AI supercycle is in year 3 of 15. You didn't miss it.
You'd make millions by knowing whats coming and buying dips until 2030+
Pay attention, we just finished Phase 1 2023-2025
chips · memory · connectivity
$NVDA → Designs the GPUs every AI model trains and runs on.
$MU → Makes high-bandwidth memory inside every AI server.
$COHR → Moves data at light speed between GPUs optically.
$MRVL → Custom silicon connecting every chip in a hyperscaler's cluster.
$AVGO → Builds Google's, Meta's, and Apple's custom AI chips quietly.
$AMD → Only credible GPU rival to NVDA for AI training.
PHASE 2 — The grid gets built (2026–2027)
power · cooling · networking
$IREN → AI-native data centers built to scale compute and power.
$WULF → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads.
$VRT → Cooling and power systems keeping AI data centers running.
$ETN → Electrical gear powering every hyperscale AI facility being built.
$CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands.
$ANET → High-speed switches moving massive AI workloads across GPU networks.
$GEV → Gas turbines physically delivering power to data centers.
$SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density.
PHASE 3 — The massive bottleneck (2027–2029)
materials · space · autonomy
$MP → Mines rare earth materials used in AI hardware and defense.
$USAR → Domestic minerals securing U.S. AI manufacturing independence.
$ASTS → Satellites delivering AI connectivity to every corner of Earth.
$RKLB → Low-cost rockets launching satellites powering AI communication networks.
$KTOS → AI-driven autonomous weapons systems entering mass military deployment now.
$TSLA → Leads real-world AI through robotics, autonomy, and manufacturing.
$SYM → AI-powered warehouse robots automating global logistics at scale.
$ALAB → Chip packaging bottleneck — critical past 100K GPU nodes.
$PLTR → Software turning AI compute into defense and enterprise decisions.
PHASE 4 — Full automation (2030+)
platforms · agents · quantum
$MSFT → Deploys AI agents across every enterprise software product it sells.
$GOOGL → Controls AI search, cloud, and consumer distribution globally.
$META → AI assistants across 3 billion users in social and commerce.
$CRM → AI agents inside enterprise sales — 150K customer moat.
$NOW → AI workflow OS for Fortune 500 enterprises.
Quantum
$IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs.
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When $SPY crashes 10%-20% this summer, everything will be on sale.
Add these 16 stocks for the reversal of a lifetime:
1. $NOW — AI automates every enterprise workflow at scale
Buy zone: $85–$100 | Near 52-week lows, massive AI re-rating
2. $BE — Fuel cells powering AI data centers off the grid
Buy zone: $200–$220 | $ORCL deal de-risks demand story
3. $ASTS — Satellite broadband direct to your phone, globally
Buy zone: $65–$70 | Post-earnings flush, thesis intact
4. $GOOG — Gemini + TPUs + Search = AI moat unmatched
Buy zone: $300–$320 | Key support, 52-week low area
5. $LITE — Optical switches are the nervous system of AI
Buy zone: $600–$700 | Pulled back from $1,000+, still growing 85% YoY
6. $MU — HBM memory is the oxygen inside every AI server
Buy zone: $700–$750 | Key support after Broadcom-induced selloff
7. $SNDK — NAND flash storage exploding on AI inference demand
Buy zone: $1,100–$1,200 | Bull flag on the weekly chart
8. $TE — Data center power infrastructure, critical AI backbone
Buy zone: $6–$7 | Oversold, government energy tailwinds building
9. $RKLB — Launch provider + space systems for AI-connected satellites
Buy zone: $80–$90 | Pulled back hard, $816M SDA contract intact
10. $AAOI — 800G transceivers shipping to hyperscalers at scale
Buy zone: $120–$130 | Volatile beta, best entry on deep dips
11. $NVDA — Designs the GPUs that run every AI model on earth
Buy zone: $165–$175 | 52-week support zone, Jensen demand still intact
12. $ONDS — Drones + autonomous rail powering AI-enabled defense
Buy zone: $7–$8 | Near prior base breakout level
13. $IONQ — Trapped-ion quantum computers for post-classical AI computing
Buy zone: $27–$40 | 52-week range low, government funding tailwind
14. $AMD — EPYC + MI300X chipping away at NVDA's AI market share
Buy zone: $350–$360 | Key technical support from prior consolidation
15. $ARM — Architecture inside every AI chip ever designed
Buy zone: $220–$240 | Pulled back from highs, royalty model scales forever
16. $ORCL — Cloud infra + AI database layer for the enterprise
Buy zone: $130–$140 | Near 52-week lows pre-earnings catalyst
Remember, when $SPY sells off, you should the strong companies and hold for a massive move back towards $820+ by year end.
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$SMR #SMR This chart tells me everything I need to know about nuclear energy names in the coming 1-2 weeks. They are the next AI trade ready to run.
$OKLO
$CCJ
$CEG
$URA