@HKIStrategies Me too.
This market makes no sense anymore. It doesn’t matter if a company beats earnings or exceeds expectations, it might get sold off still.
THIS IS HOW YOU RETIRE IN THE NEXT 5 YEARS.
I’ll be following where capital flows.
This is how I believe the AI Supercycle evolves:
2026–2027: AI Infrastructure
AI demand accelerates.
Capital pours into the companies building the foundation.
• AI Compute: $NVDA $AMD $AVGO $MRVL
• Memory: $MU $SNDK $WDC
• AI Infrastructure: $VRT $SMCI $NBIS $IREN
2028–2030: Power & Grid
AI becomes an energy problem.
Capital shifts toward:
• Power Infrastructure: $VRT $ETN $PWR $HUBB
• Battery Materials: $ALB $SQM
• Copper & Grid: $FCX $TECK $SCCO
• Rare Earths: $MP $CRML $USAR
• Nuclear: $CCJ $UUUU $SMR $OKLO
2030+: Physical AI
Intelligence moves into the real world.
Capital expands into:
• Robotics: $TSLA $SYM
• Autonomous Mobility: $ACHR $JOBY
• Defense: $LMT $NOC $KTOS $AVAV
• Space: $RKLB $ASTS $LUNR $PL
Bookmark this.
The biggest winners usually come from following capital before everyone else.
HAS AI HIT BOTTOM?
Here’s the Secret. SAVE THIS.
We are seeing large recoveries across all AI sectors with $IREN $APLD $MSFT and $BE $SNDK $MU
Real bottoms are built over days and weeks.. not just a single day
This how you will know.
Wait for:
• Higher lows
• Stronger volume
• Follow-through buying
• Broad market participation
• Improving market structure
Let the market prove it first. Are job is to ride the trend once it is confirmed.
Un neurólogo me dijo una vez:
“Saca la lengua durante 40 segundos elimina el cortisol más rápido que cualquier pastilla o ejercicio de respiración”.
1. Tu cuello es lo que te causa ansiedad.