make

[make @mrksvr]

@vontuchman

[make @mrksvr]

@itsmichaelluu Nice!

[Michael | Hypermarkets @itsmichaelluu]

The AI supercycle is in year 3 of 15. You didn't miss it.

You'd make millions by knowing whats coming and buying dips until 2030+

Pay attention, we just finished Phase 1 2023-2025

chips · memory · connectivity

$NVDA → Designs the GPUs every AI model trains and runs on.

$MU → Makes high-bandwidth memory inside every AI server.

$COHR → Moves data at light speed between GPUs optically.

$MRVL → Custom silicon connecting every chip in a hyperscaler's cluster.

$AVGO → Builds Google's, Meta's, and Apple's custom AI chips quietly.

$AMD → Only credible GPU rival to NVDA for AI training.

PHASE 2 — The grid gets built (2026–2027)

power · cooling · networking

$IREN → AI-native data centers built to scale compute and power.

$WULF → Energy-efficient infrastructure hosting the world's most power-hungry AI workloads.

$VRT → Cooling and power systems keeping AI data centers running.

$ETN → Electrical gear powering every hyperscale AI facility being built.

$CEG → Nuclear energy feeding AI's insatiable around-the-clock power demands.

$ANET → High-speed switches moving massive AI workloads across GPU networks.

$GEV → Gas turbines physically delivering power to data centers.

$SMCI → Liquid-cooled GPU server racks — pick-and-shovel for AI density.

PHASE 3 — The massive bottleneck (2027–2029)

materials · space · autonomy

$MP → Mines rare earth materials used in AI hardware and defense.

$USAR → Domestic minerals securing U.S. AI manufacturing independence.

$ASTS → Satellites delivering AI connectivity to every corner of Earth.

$RKLB → Low-cost rockets launching satellites powering AI communication networks.

$KTOS → AI-driven autonomous weapons systems entering mass military deployment now.

$TSLA → Leads real-world AI through robotics, autonomy, and manufacturing.

$SYM → AI-powered warehouse robots automating global logistics at scale.

$ALAB → Chip packaging bottleneck — critical past 100K GPU nodes.

$PLTR → Software turning AI compute into defense and enterprise decisions.

PHASE 4 — Full automation (2030+)
platforms · agents · quantum

$MSFT → Deploys AI agents across every enterprise software product it sells.

$GOOGL → Controls AI search, cloud, and consumer distribution globally.

$META → AI assistants across 3 billion users in social and commerce.

$CRM → AI agents inside enterprise sales — 150K customer moat.

$NOW → AI workflow OS for Fortune 500 enterprises.

Quantum

$IONQ $RGTI $QUBT — next-gen compute unlocking exponential AI breakthroughs.

♻️ RESHARE this post and make 1 comment, I'll share when to add these stocks in June.

[make @mrksvr]

@vontuchman

[make @mrksvr]

@vontuchman Kiitos kirjoituksista, olen oppinut niistä ja muiden kommenteista paljon. Jatka samaan malliin!

[Barchart @Barchart]

Berkshire Hathaway is now sitting on a staggering $397 Billion in Cash, enough to buy 479 companies in the S&P 500 🚨🚨

[OSINTtechnical @Osinttechnical]

Ukrainian forces are conducting a major attack on Russia’s Baltic Sea oil export terminals this morning.

Seen here, a Ukrainian attack drone flies low over Leningrad Oblast towards its target.

[NEXTA @nexta_tv]

🤖 In China, a robot went out of control and nearly injured dancers

Fortunately, the machine was quickly restrained.

[make @mrksvr]

@vontuchman Hyvä kuukausi oli. Hyvää vappua!

[make @mrksvr]

@s_jarmo @pbyrokraatti @paavoarhinmaki Laitahan korkki kiinni. Sitä paitsi vappu kirjoitetaan pienellä, syystäkin.

[make @mrksvr]

@pursiain Aikamoista vittuilua iäkkäämmille ja vähemmän koulutetuille.

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@vontuchman Huonoltahan se näyttää. Onneksi ei tullut hosuttua.

[make @mrksvr]

@sulkahattu Olisihan se hienoa kun tuo kaveri olisi A-studiossa kommentoimassa Kainuun metsiin päätyneitä drooneja.

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@MikkoVuorenpaa @paavoarhinmaki Paavo ei pääse nyt vastaamaan. Hän on parhaillaan Suuren seikkailun kuvauksissa.

[make @mrksvr]

@smliiga Sika

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@jessemauton Saana Nilsson käsitteli Al-Holin tapausta lyhyesti helmikuussa julkaistussa kirjassa Suojeluenkeli. Mielenkiintoista, että tuo tapaus ei noussut esille, vaikka kirjaa käsiteltiin julkisuudessa.

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Kommentti: Anna Abreu ja Helsingin kaupunki, eikö yhtään huoleta?
https://t.co/g6oOkipdkS

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@liandersson Orpo on oikealla asialla.

[make @mrksvr]

@miapetrakumpula Saatiinhan se suuri seikkailijakin kommentoimaan.

[Tomppa 00200 @tomppahai]

Iskut eivät olleet laittomia. Ne olivat vaan paperittomia.