The only investing strategy you may need for the next 10 years:
Follow where private capital is going.
Bookmark this.
Look at the Setter 30:
Anthropic → AI
Anduril → Defense
OpenAI → AI Platforms
Neuralink → Brain-Computer Interfaces
Crusoe → AI Infrastructure
Shield AI → Defense Autonomy
Figure AI → Humanoid Robotics
Lightmatter → Photonics
The pattern is clear.
Billions are flowing into:
AI Infrastructure → $NVDA $VRT $ANET $NBIS
AI Platforms → $MSFT $GOOGL $PLTR
Defense Tech → $PLTR $KTOS $AVAV
Robotics → $TSLA $OUST $AMBA
Photonics → $LITE $COHR $AAOI
Space → $RKLB $ASTS $RDW $SPCX
AI Energy → $VST $CEG $GEV $ETN
Capital builds first.
Markets follow later.
Build your portfolio around the disruptive themes.
🚨BREAKING: Tesla is inviting people for Robotaxi early test rides begin this Sunday, June 22nd in Austin!
Where’s the haters now? Who said Elon would miss the deadline?
GROK OFFICIALLY COMES TO $MSFT MICROSOFT AZURE
These models are only getting more advanced, more sophisticated, more useful, and more productive.
All the models need $NVDA chips to continue their pursuit of AGI.
All the models will work with hyperscalers $GOOGL $AMZN $MSFT to be implemented into the enterprise.
Big Tech is still cheaper than Walmart & Costco yet have better margins, cash flows, and healthy balance sheets to support massive share buybacks.
Mag 7 continue to be the most disrespected trade of the year but might see the most capital come in as the macro environment eases up.
$TSLA after a 95 pt drop from 420 at the end of January, TSLA finally like it's starting to bottom. IF you missed the Initial run from 246 to 488. You don't want to miss this opportunity. 👇
Trigger: $TSLA above 343 ✅
Trade idea: TSLA Feb 28 370C
Targets: 363,372 🎯
TSLA is massively oversold on the daily and weekly timeframes. TSLA has dropped almost 30% from the December 2024 highs at 488. If TSLA can continue to bottom above 343 this week we can see 372-380 by the end of the month
$AAPL is exploring both humanoid robots for its future smart home ecosystem, with development still in the early proof-of-concept stage, focusing more on user perception & sensing technology than physical design -- mass production likely won’t begin until 2028 👀
"xAI is in the process of doubling the size of Colossus to a combined total of 200,000 NVIDIA Hopper GPUs."
Hopper demand is stronger than expected, everyone thought Nvidia customers would rather wait for Blackwell.
NEWS: Tesla has released a new video of its humanoid robot (Optimus) sorting battery cells using its real time end-to-end neural network.
“Optimus is currently being tested in one of our factories with a continuously decreasing rate of human intervention.