The next 5-10 years will RETIRE you.
MILLIONAIRES will be made from the AI super cycle build out.
Here’s how I and those following me will position:
2026–2027: AI Infrastructure Boom
Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.
AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN
2028–2030: The Power Bottleneck
It becomes a grid, power, copper, uranium, and domestic supply chain story.
Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO
2030+: The Application Layer
Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY
I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.
TLDR of recent news + bottlenecks that go brr:
1. CPU bottleneck - $INTC CEO said AI inference pushed CPU Ratio From 1:8 to 1:1.
CPUs go brr ( $AMD, Intel, $ARM) -> $AMAT / $TSM / $KLAC, etc. go brr.
2. PGME / PGMEA shortage. DuPont, Shiny Chemical, Daxin, San Fu, $DOW and others go brr?
Photoresist bottleneck go brr?
3. Microcontroller potential bottleneck + price hikes (Arterytek/Arterychip) was weighing price hikes on AI capacity squeezes.
MCU companies potentially go brr?
4. President invoked the "Defense Production Act" this week, it included:
-Transformers
- transmission components
- advanced conductors
- power electronics
- substations
- high-voltage circuit breakers
- protective relays, capacitor banks
- electrical core steel
As "severe shortages". Stuff like $AMSC, $PLPC, $POWL, $VICR, $ATKR, $HPS.A go brr.
5. $GOOGL ramps new TPU servers. Google splits AI chips into training and inference TPUs.
Taiwan happy. Mediatek and others go brr?
6. Samsung, Kingston lift SSD prices by over 10%.
SSD prices keep going brrr?
7. T-glass fiberglass shortages keep getting worse? Nittobo and others keep going brrr?
8. Bromine, essential for etching circuits and flame retardancy, has surged to $12,000 per metric ton.
ICL Group in Israel apparently controls 40% of the global supply?
Not as familiar with this but questionable brrr?
9. "Epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer needs".
Uhh $IQE and others go brr?
10. "AI data centers hit interconnect limits, boosting optical module demand". "the bottleneck is no longer computing power alone, but how that power is connected."
Photonics from $AAOI, $LITE, $COHR, Innolight and others keep going brr? next gen from $SIVE, $POET, $MRVL, Win Semi and others go brr?
Basically AI semi supply chains go brr because there's widespread shortages everywhere due to AI hyperscaler demand.
Honestly, for the uranium bulls, this is the only thing that matters.
Unless every data center burns down and Jensen Huang and Sam Altman get indicted—killing the hunger for power overnight—time is going to fix everything.
It’s also huge that a lot of the secondary supply that was just sitting there through 2024-25 has been soaked up. That clears out a major baked-in risk.
Short-term volatility is just part of the deal now. Thanks to names like $OKLO and $LEU, uranium is tethered to momentum and meme factors, so it’s catching all the market's wild swings.
But if you just keep your head straight and let time do its thing, the payoff will be there. Stop trying to be a trader and start being an investor.
This market is going to pay out big for the investors who actually have the patience to sit tight.
#uranium $UROY $NXE
When QQQ are screaming this week, I'm just chill and enjoy the show everyday.
I'm also holding $ULTA, $EL, $MNST for XLP
$CVX $XOM $MPC for XLE
$CAT $DE for XLI