rbuckleyjr

[Rand Group @randgroup]

The AI supercycle will last 15 years. We're in year 3.

Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3.

I mapped the entire cycle into 4 phases with the tickers that matter at each stage:

The AI supercycle is the biggest investment theme of our generation. Bigger than mobile. Bigger than cloud. A 15 year structural shift that will reshape every sector of the global economy. Hyperscalers just committed $725 billion in capex for 2026, nearly doubling last year. Microsoft, Google, Amazon, and Meta each spending over $100 billion individually.

This is not speculation. I've mapped the entire supercycle into four phases so you know exactly where we are and where the asymmetric opportunities sit.

🔴 Phase 1: Already Ran (2023 to 2025)

The foundation layer is complete. $AMD ran 78% in 2025, $NVDA 39%, and $INTC just posted a blowout Q1 that sent the Philadelphia Semiconductor Index above 10,000 for the first time. Chips still power every phase but the generational entries are gone and risk/reward has compressed.

- $NVDA, $AMD, $ARM, $INTC, $AVGO, $MU, $GLW
- Semiconductors, Memory & Storage,Photonics/Optics
- Foundation complete. Still growing but priced for it.

🟠 Phase 2: Peak Buildout (2025 to 2027)

The phase most investors just woke up to. $CEG acquired Calpine to become the largest U.S. private power producer at 55 GW. $GEV up over 200% in a year. $VRT co engineering cooling for NVIDIA's Rubin architecture. $GLW up 74% YTD on optical fiber demand. Nuclear SMRs are the breakout with $OKLO, $SMR, and $BWXT positioning to power data centers directly. Still upside but the obvious names have moved.

- $CEG, $GEV, $VRT, $VST, $TLN, $ANET, $GLW, $MOD, $EQIX $OKLO, $SMR, $BWXT, $NNE
- Power/Grid, Cooling, Networking, Nuclear/SMR Peak buildout.
- Nuclear SMRs are the sleeper.

🟡 Phase 3: The Positioning Window (2026 to 2028)

Where AI escapes the data center and enters the physical world. Most will be late. Tesla converting Fremont to Optimus production, $25B capex, mass production targeted H2 2026. Rocket Lab posted record $602M revenue with $1.85B backlog. $LUNR up 47% YTD with $943M in contracts. $KTOS Valkyrie drone selected for the Marine Corps. The window to position is open right now.

- $TSLA, $RKLB, $LUNR, $KTOS, $AVAV, $PATH, $ISRG $MP, $FCX, $ALB, $ASTS
- Robotics/Autonomy, Space/Defense/Drones, Rare Earths
- This is where the asymmetric risk/reward lives.

🟢 Phase 4: Final Frontier (2028+)

The endgame. Microsoft capex $190B. Alphabet $190B. Amazon $200B. Meta $145B. Google Cloud backlog past $460B. They're building the rails for AI software dominance and AGI. Quantum still early but $IONQ and D Wave are laying groundwork. The platforms that control the software layer win the entire supercycle.

- $MSFT, $GOOGL, $AMZN, $META, $ORCL, $IONQ
- AI Software Dominance, AGI Infrastructure Decade long thesis.
- Accumulate on weakness.

💊 Key Takeaway

- Phase 2 is confirmed ($725B hyperscaler capex)
- Phase 3 is where the smart money positions nowRobotics, space, defense, nuclear
- SMR are the 2026 to 2028 trades
- Most will rotate into these names 12 months too late

15 year supercycle. Not a trade. Phase 1 ran. Phase 2 is priced. Phase 3 is where you want to be.

[rbuckleyjr @rbuckleyjrDFS]

@wudijo Have to try out the new class! Warlock to start.

[wudijo @wudijo]

Choosing two giveaway winners for a Lord of Hatred key (PC/Bnet) in 5.5h from this post. Still time to enter by:

Follow - Like - Share - Comment your starter class/build

Good luck!

[rbuckleyjr @rbuckleyjrDFS]

@truecrypto republican insider trading...

[James @lightofkingdoms]

The Ultimate Trading Blueprint: Strategy, Risk, Routines & Self-Improvement for Success

@Trader_Dante

[Jesse Morse, M.D. @DrJesseMorse]

Want to boost your immune system safely?

Step 1:

1. Vitamin D 5,000 IU daily (ideally liposomal)
2. Vitamin C 1-4 grams orally 2x/day (as tolerated)
3. Vitamin K1, K2 - Daily
4. Magnesium 500 mg daily
5. Zinc 50 mg
6. Exercise 3-4x / week
7. Remove gluten from your diet
8. Drink 60+ oz filtered water daily
9. Stop eating out/fast food
10. Stop eating ‘seed oils’ (only 2 healthy: olive, avocado)

Step 2 (if you want to be more aggressive):

1. Nitric Oxide supplement (1-2x/day)
2. Cold Plunge 2.5 minutes 1-2x/week
3. Sauna 30 minutes 2x/week
4. Curcumin C3 1 g - 2x/day
5. Resveratrol 500 mg / day
6. Consider intermittent fasting

There’s steps 3 & 4 but those are much more advanced and for my patients only.

Hope you found this helpful!

Feel free to share.

[Ben Wolby @BenWolby]

I used machine learning for a projection model that predicted Travis Etienne’s Week 5 breakout.

This is what my model projects for Week 6 ⤵️

[Joe Orrico @JoeOrrico]

The PERFECT 2QB Superflex Draft Strategy:

(That Will Win Your League)

[rbuckleyjr @rbuckleyjrDFS]

@NVIDIAGeForce #DiabloRTX

[rbuckleyjr @rbuckleyjrDFS]

@wclemente Do 75 hard and focus on personal excellence. The rest will fall into place 👊🏼

[rbuckleyjr @rbuckleyjrDFS]

@FantasyPros Superflex - Minshew, Mayfield, Ridder, or Foles :(

[Cold Blooded Shiller @ColdBloodShill]

$7.5k -> $300k in 4 weeks.

A *thread* of as much alpha as I can pack in on the process, discipline and conditions required for pulling this off.

There's hopefully some helpful snippets or thought processes you can take away from this.

Survive, and wait for opportunity.

🧵

[Seth Galina @pff_seth]

talked about how the dolphins are killing teams with this one simple concept on today's @PFF_IJF:

[rbuckleyjr @rbuckleyjrDFS]

@dwainmcfarland Had to since I’m also starting Aj Brown and Higgins 😎

[Pat McAfee @PatMcAfeeShow]

BUCKET 💦💦

$1000 TO SOMEBODY WHO RETWEETS THIS

#PMSLive

[rbuckleyjr @rbuckleyjrDFS]

@DrakeFantasy Not mad about my Hurts + A.J Brown stack though

[rbuckleyjr @rbuckleyjrDFS]

@FFHustle @dwainmcfarland never gets out hustled! Congrats!

[Matt Waldman @MattWaldman]

The Rookie Scouting Portfolio (RSP)RSP’s Dwain McFarland: How to Project NFL Offenses https://t.co/Ja2sK3FQtF

by @dwainmcfarland

[rbuckleyjr @rbuckleyjrDFS]

@KyleYNFL Sir Swims-a-lot

[rbuckleyjr @rbuckleyjrDFS]

@DejaBrewTrades https://t.co/FJgWo5LM9M