emge

Trader. Pro Daily Fantasy Sports player. Founder research site for fantasy sports. Software Aerospace Engineer. Dad @WhatsYourLineup

[emge @emgeFantasy]

.@DraftKings @whatsyourlineup team did some damage tonight 🔥🔥🔥💰💰💰 add 19k more between 2 other members in top 25

[emge @emgeFantasy]

Well, analytically, the Cavs nailed it—since they were expected to lose the series, they executed the plan to perfection!

[Rand Group @randgroup]

The AI supercycle will last 15 years. We're in year 3.

Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3.

I mapped the entire cycle into 4 phases with the tickers that matter at each stage:

The AI supercycle is the biggest investment theme of our generation. Bigger than mobile. Bigger than cloud. A 15 year structural shift that will reshape every sector of the global economy. Hyperscalers just committed $725 billion in capex for 2026, nearly doubling last year. Microsoft, Google, Amazon, and Meta each spending over $100 billion individually.

This is not speculation. I've mapped the entire supercycle into four phases so you know exactly where we are and where the asymmetric opportunities sit.

🔴 Phase 1: Already Ran (2023 to 2025)

The foundation layer is complete. $AMD ran 78% in 2025, $NVDA 39%, and $INTC just posted a blowout Q1 that sent the Philadelphia Semiconductor Index above 10,000 for the first time. Chips still power every phase but the generational entries are gone and risk/reward has compressed.

- $NVDA, $AMD, $ARM, $INTC, $AVGO, $MU, $GLW
- Semiconductors, Memory & Storage,Photonics/Optics
- Foundation complete. Still growing but priced for it.

🟠 Phase 2: Peak Buildout (2025 to 2027)

The phase most investors just woke up to. $CEG acquired Calpine to become the largest U.S. private power producer at 55 GW. $GEV up over 200% in a year. $VRT co engineering cooling for NVIDIA's Rubin architecture. $GLW up 74% YTD on optical fiber demand. Nuclear SMRs are the breakout with $OKLO, $SMR, and $BWXT positioning to power data centers directly. Still upside but the obvious names have moved.

- $CEG, $GEV, $VRT, $VST, $TLN, $ANET, $GLW, $MOD, $EQIX $OKLO, $SMR, $BWXT, $NNE
- Power/Grid, Cooling, Networking, Nuclear/SMR Peak buildout.
- Nuclear SMRs are the sleeper.

🟡 Phase 3: The Positioning Window (2026 to 2028)

Where AI escapes the data center and enters the physical world. Most will be late. Tesla converting Fremont to Optimus production, $25B capex, mass production targeted H2 2026. Rocket Lab posted record $602M revenue with $1.85B backlog. $LUNR up 47% YTD with $943M in contracts. $KTOS Valkyrie drone selected for the Marine Corps. The window to position is open right now.

- $TSLA, $RKLB, $LUNR, $KTOS, $AVAV, $PATH, $ISRG $MP, $FCX, $ALB, $ASTS
- Robotics/Autonomy, Space/Defense/Drones, Rare Earths
- This is where the asymmetric risk/reward lives.

🟢 Phase 4: Final Frontier (2028+)

The endgame. Microsoft capex $190B. Alphabet $190B. Amazon $200B. Meta $145B. Google Cloud backlog past $460B. They're building the rails for AI software dominance and AGI. Quantum still early but $IONQ and D Wave are laying groundwork. The platforms that control the software layer win the entire supercycle.

- $MSFT, $GOOGL, $AMZN, $META, $ORCL, $IONQ
- AI Software Dominance, AGI Infrastructure Decade long thesis.
- Accumulate on weakness.

💊 Key Takeaway

- Phase 2 is confirmed ($725B hyperscaler capex)
- Phase 3 is where the smart money positions nowRobotics, space, defense, nuclear
- SMR are the 2026 to 2028 trades
- Most will rotate into these names 12 months too late

15 year supercycle. Not a trade. Phase 1 ran. Phase 2 is priced. Phase 3 is where you want to be.

[Mike Investing @MrMikeInvesting]

The $NVDA CEO has been literally telling you what to buy…

In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU at $86 & is now up 770%

Jensen is now calling for these 3 companies to squeeze in 2026:

$NOW at $90
$CRWV at $114
$IREN at $60

These names are most likely the next 10x setups.

Don’t miss out…

[NASA @NASA]

HOME.

The Artemis II crew has arrived back on Earth, ending a nearly 10-day journey around the Moon. The trip took them farther into space than humans have ever gone before, and now they're safely home with us.

https://t.co/XmDQwNlCPR

[emge @emgeFantasy]

@SharpHalftmeCBB @SharpHalftime W

[emge @emgeFantasy]

@SharpHalftime Yes

[Mike Investing @MrMikeInvesting]

These are the 5 BEST small cap opportunities available:

1. $IREN ~ Delivers low cost, renewable powered data centers.
2. $CIFR ~ Owns power rich sites, & digital infrastructure.
3. $ONDS ~ Autonomous defense, drones, & private wireless networks.
4. $ZETA~ AI powered customer intelligence, & marketing automation.
5. $EOSE ~ Long duration energy storage for the grid.

Don’t miss your chance on these generational wealth creating opportunities.

Save this for later…

[Jay @JayBallin08]

Shoutout to @emgeFantasy for the absolutely phenomenal projections!! Might be a winter storm outside in some areas but these lineups on fiya 🔥🔥🔥

[Underdog NBA @UnderdogNBA]

Wemby starts a new tradition after Tuesday's victory over the Thunder.

Rematch on Christmas Day in OKC.

[emge @emgeFantasy]

@FantasyCruncher I have sent several emails and I still haven't received a response. I can't log in to your site for over 2 weeks now.

[Underdog NBA @UnderdogNBA]

James Harden's 1st quarter:

27 PTS
9-12 FG
5-7 3PT

Most points in a quarter this season.

[emge @emgeFantasy]

Another gpp takedown using my new DvP stats #DraftKings #nba #dfs

[emge @emgeFantasy]

@FantasyCruncher I am still having issue logging in. It’s been over a week since initial report and only one day I was able to log in.

[Underdog NFL @UnderdogNFL]

DARNELL WASHINGTON IS A UNIT!

[emge @emgeFantasy]

Another great night 🔥 2nd place out of 1585

[emge @emgeFantasy]

@FantasyCruncher @FantasyCruncher still haven’t received a response.

[emge @emgeFantasy]

@FantasyCruncher I e-mailed you 2 days ago and haven't received reply yet. I can't access the site at all. Can you please contact me.

[emge @emgeFantasy]

@FantasyCruncher thanks, my email has subject "can't log in" from Monday at 6pm CST.

[emge @emgeFantasy]

Took down a GPP with a single bullet after coming close to taking down a GPP last night if it was t for Pacers/Jazz blowout.
That’s 2 nights in a row using my own DvP system. #NBA #DFS #DraftKings
My new DvP system will be available soon. Like this if you want to learn more!

[Underdog NFL @UnderdogNFL]

NFC North standings:

Lions 6-3
Bears 6-3
Packers 5-3-1
Vikings 4-5

Packers scored 20 points in their last 2 games combined.