Henry

Make stuff.

[Henry @henrypartyhat]

@levelsio Creatine is great but make sure you drink extra water! I took 10g daily for months and didn’t, my skin under my eyes got dryer and thinner and so I got creases, I looked like I have poor sleep when the light was at certain angles

[Henry @henrypartyhat]

Get a $40 wifi printer and wake up to your own daily newsletter. Use Claude to create a personal newspaper covering sources you already read like FT, podcasts (use transcripts), youtube, or X profiles (Socialdata api is good), then sends each morning to your email and printer

[Henry @henrypartyhat]

@michaelsikand Not very situational aware of leverage

[Andreas Klinger 🦾 @andreasklinger]

Farmer communiting 1.5km to his banana farm using a drone.

We truly live in the most epic times.

[Henry @henrypartyhat]

Love my new daily market newsletter! Connected claude code with socialdata api, my portfolio and resend api, every morning it auto reads 20~ X accounts (last 24h), summarizes the content, and then checks my portfolio to provide suggestions. Sent to my mail daily at 8am.

[Henry @henrypartyhat]

Made a bot that automatically sends me each morning the ideal window to get healthy sun and the surf forecast

[Henry @henrypartyhat]

@levelsio Via whatsapp message?

[Serenity @aleabitoreddit]

Very interesting statement today: $MU CEO predicts a multi-decade memory demand cycle driven by humanoid robots.

"Humanoid robots, he says, will require roughly ten times more memory than today’s Level 2+ autonomous vehicles."

"And that demand wave is set to begin before the decade is out."

Something as well as was "Over time, we expect the value of on-device AI combined with pent-up unit replacement demand to drive memory demand growth"

Which is also another trend (Apple Intelligence is currently dog, but I'm sure we'll see innovations with localized/edge AI).

Feels like all the industry leaders from $TSM Chairman, $TSLA Elon Musk, to $MU CEO see humanoids as the next major trend so physical AI is probably next.

I wonder if the world is going to have enough memory. Or if we'll see enough breakthroughs to shrink memory usage.

[Henry @henrypartyhat]

https://t.co/b3Fb78GtXi

[David @DavidSHolz]

5 million humanoid robots working 24/7 can build Manhattan in ~6 months. now just imagine what the world looks like when we have 10 billion of them by 2045. now imagine the year 2100.

[Serenity @aleabitoreddit]

Just some random thoughts, I do think AI is the most disruptive technology in human history.

To the level of agricultural or industrial revolution.

Since Anthropic, OpenAi, XAI, and others are racing to build superintelligence.

The amount of economic impact can't be measured if AI helps find cures for cancer or accelerates discovery for Quantum Computing.

Or if AI end up displacing the workforce, which increases profitability for companies.

The US Gov has every incentive to keep the buildout going too, as the implications from Warfare, Cybersecurity, is also immeasurable if China takes the lead.

So there's likely to be incentives and subsidies to win, even if there's not enough profit derived LLM training/inference.

As for sustainability, when you look upstream, $GOOGL is able to fund it majorly with their own cashflow, same with $AMZN, $MSFT.

More lukewarm on $META. Very iffy about $ORCL.

But I do see some bubbles forming around debt interest like $CRWV.

Maybe circular valuations that's happening with OpenAI backlog agreements or $NVDA / $AMD agreements with Neoclouds to buy their GPUs.

But as seen with $MSFT and having OpenAI be a major part of the backlog, it did correct off the information, so "bubbles" like that do pop despite the overall markets increasing.

Definitely don't see a bubble in upstream semiconductors from $LITE to Sk Hynix though since the amount of profit they get from the buildout would likely be insane to make up for capex decreasing.

OpenAI was actually my biggest fear from contagion, eg. $CRWV, $CBRS and others, but they just raised a lot.

So think it will be fine for another 1 1/2 years of capex, especially if they IPO this year.

I also don't think we'll get massive Fed tightening despite "predictions" since this will trigger a contagion since many of these players rely heavily on debt.

And although the Fed is independent, don't think Trump would have supported someone who is against his administration goals.

As for semiconductor valuations going up every day like $AMD or $MU, there's probably going to be some corrections here and there. Everything going up together is kinda unhealthy.

Can't time the capex peak but just from $AVGO and other projections, it just keeps accelerating exponentially into 2028.

Especially as everyone is starting to sign multi year agreements as well.

OpenAI contagion / hyperscaler capex decreasing / fed tightening was what I'm looking out for, and no blaring signs of any of those yet.

So I think the music will keep playing for this year at the bare minimum.

[Henry @henrypartyhat]

@ColinTCrypto market is gonna buy every dip..

[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.

[Henry @henrypartyhat]

Everything in this market is power contrained.

[Henry @henrypartyhat]

@jakemor we seem to have an urgent SW issue, what's the quickest way to get support? Currently all new users are getting paywalled again, just after they subscribed.

[Henry @henrypartyhat]

@zach_yadegari @grok estimate acquisition price

[Henry @henrypartyhat]

@benjamincowen @grok summarize

[Henry @henrypartyhat]

@ColinTCrypto Adoption/change will likely take longer than expected. Only 1/10 companies or so are even using AI today. I expect a more gradual path

[Henry @henrypartyhat]

Uranium, gold/miners, critical materials/copper, defence for 2026

[The Tail That Wags The Dog @TailThatWagsDog]

Claude, create a strategy that monitors subreddits to identify capital rotation signals derived from social media chatter before Wall Street and mainstream media fully embrace. Then run the strategy and show me the top ten themes, along with high potential tickers.

[The Tail That Wags The Dog @TailThatWagsDog]

Claude, create a strategy that monitors subreddits to identify capital rotation signals derived from social media chatter before Wall Street and mainstream media fully embrace. Then run the strategy and show me the top ten themes, along with high potential tickers.