Memory & Power have always been the two 2 biggest AI bottlenecks.
My discord friends speak with me about this often and I nominate “Micron Technologies” and “Centrus Energy Corp” as good companies with decent balance sheets worth investing in.
NFA
-Q
We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK, $WDC
Photonics ~ $AAOI, $AEHR, $LITE, $MRVL
The current phase is Neo Cloud/AI infrastructure:
$IREN, $NBIS, $CRWV, $CIFR, $APLD
Next wave (many will miss)
Rare Earths ~ $USAR, $MP, $UUUU, $FCX
Power & Cooling~ $VRT, $CEG, $OKLO, $OSS
Finally it all concludes with these 3 sectors:
Robotics ~ $TSLA, $PATH, $SERV
Space ~ $RKLB, $ASTS, $PL, $LUNR
Drones ~ $ONDS, $AVAV, $LMT
Many will make generational wealth from this AI super cycle over the next 7 months.
Save this to look back on later…
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The hottest job for the next five years is going to be the agent operator.
They don't need to be an engineer. They can walk into marketing, legal, or life sciences research and actually make agents work for that function.
Required skills:
> MCPs
> CLIs
> Writing skills (the file kind)
> agents.md fluency
> Business acumen
None of this is in any CS curriculum today.
Soon, enterprises will be pressured to redesign their workflows for agents, not for people. And when that happens, agent operators will be in massive demand.
I noticed something about environment. When you are surrounded by broke people, it starts to feel like everyone is struggling, like the economy is collapsing and no one has money, and even if you do, you start thinking you might lose it. When you are around entrepreneurs and people who are building things, it feels like money and opportunities are everywhere, even when you personally have less. Your environment shapes what you believe is possible.