Most investors are chasing the AI MEMORY BOOM.
I'm positioning for the entire AI BUILDOUT.
The next 10 YEARS AI buildout in phases:
2026–2027: BUILD THE FOUNDATION
AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
Networking & Connectivity: $ANET $QCOM
Infrastructure: $SMCI $DELL $NBIS
Data Centers: $IREN $HIVE $APLD
2028–2030: BUILD THE POWER
Grid: $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB
Nuclear: $UUUU $SMR $OKLO
AI Applications: $CRM $NOW $SNOW
2030+: BUILD THE FUTURE
Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Drones: $AVAV $KTOS $ONDS
Defense: $LMT $NOC $PLTR
Space: $RKLB $ASTS $LUNR
Quantum: $IONQ $QBTS $RGTI
Those who FOLLOW will RETIRE EARLY
Peter Lynch once said:
“When stocks are attractive, you buy them. Sure, they can go lower—I’ve bought stocks at $12 that went to $2, but then they went to $30.”
Here are 10 golden rules from Peter Lynch that will make you a better investor:
A guy was ready to drop $1,500 on a new OLED TV because his 3-year-old Smart TV was freezing up and took 5 seconds just to respond to the remote.
He unplugged it. Deleted old apps. Cleared the cache. The lag kept coming back.
He went to Best Buy to get a replacement.
The home theater installer in the blue shirt stopped him: "Before you spend a grand, let me show you something."
He grabbed a remote and shook his head.
"There are 8 hidden tracking settings throttling your TV's processor right now. Manufacturers turn them all on by default. Nobody tells you they exist. Let's fix this."
Here's what he showed him in the next 8 minutes. 🧵
@elonmusk Why does Space X or better said Space Exploration Technologies Corp. is filled under code 7370 (computer programing and data processing) on de Form S-1 for the SEC?
@porktendencia especulo que es actualización para víncular lineas teléfonicas con CURPS no hay forma que se los de y si nos quieren distraer con el mundial que descaro.
Creo que prefiero regresar a linea fija, total no hablo con nadie mas que con gente de trabajo. No voy a registrar mi celular #Banamex#Santander de ahora en adelante si me dicen checa la app. Mi respuesta será no tengo celular
$PATH Q1 EARNINGS
• Revenue $418M vs Est. $397M
• EPS $0.15 vs Est. $0.16
• ARR $1.90B (+12% YoY)
• Net Retention Rate 109%
• Net new ARR: $49M
FY27 Guidance
• Revenue $1.78B vs Est. $1.76B
• ARR $2.06B
Achieved first quarter GAAP profitability for the first time in company history