SandemanStocks | Private

Turned $50k to $15M+ in 12 years. Retired in my 40s, retired my wife. Trying to help others achieve their financial goals, free of charge. EOY 2026 goal: $18.5M

[SandemanStocks @Sandeman52]

Another way to think about the US government controlling AI models is to think of it as electricity:

Closed frontier AI world: A few giant power plants sell electricity to everyone.

Sovereign AI world: Every country and major enterprise decides it wants its own power plant.

The second scenario requires far more physical infrastructure, even if total electricity consumption stays the same.

The restrictions are not bullish because Anthropic loses revenue. They’re bullish because they remind the world that access to AI can be controlled, which encourages more organizations to build their own AI capabilities. More AI builders means more demand for GPUs, data centers, networking, and power.

Hmmmmm what companies will benefit? 🧐

$NBIS — AI cloud and GPU infrastructure
$NVDA — GPUs and AI software ecosystem
$AMD — AI accelerators
$AVGO — networking and custom AI silicon
$MRVL — data center networking and AI connectivity
$ANET — high-speed AI networking
$SMCI — AI server systems
$VRT — cooling and power infrastructure
$ETN — electrical equipment and power distribution
$PWR — power grid and infrastructure construction
$CRWV — AI cloud infrastructure
$ORCL — sovereign cloud and AI infrastructure
$AMZN — cloud infrastructure via AWS
$MSFT — Azure AI infrastructure
$GOOG — cloud and AI infrastructure
$EQIX — carrier-neutral data centers
$DLR — hyperscale data centers
$IREN — AI data centers and power assets
$CIFR — AI/HPC infrastructure expansion
$CORZ — large-scale AI compute infrastructure

Just to name a few…

Oh, even if (when) they roll back the Anthropic decision, the writing is on the wall…

Sovereign AI models are now not a want…they are a NEED….a MUST HAVE

[SandemanStocks @Sandeman52]

I feel blessed. 🙌🙏

I’ve had to update my stats and year end goals 3 times in the last 2 weeks.

I keep the updated stats and goals in the home page.

[SandemanStocks @Sandeman52]

Just in: Holding $NBIS would have outperformed all these guys.

[SandemanStocks @Sandeman52]

I just made an instagram account. No idea what I’m doing. I’ll try it out a bit. Made my first post.

Feel free to follow me there at Sandeman5252

Again no clue but something new.

[SandemanStocks @Sandeman52]

On a red day like this, it’s easy to see which stocks have true strength and momentum, and which ones are just riding coat tails.

[SandemanStocks @Sandeman52]

It’s really red out there. I honestly would not be surprised if lots of these red tickers turn green. It seems most intra day dips are being bought.

It’s opex today, so this may not apply. 🤷

[SandemanStocks @Sandeman52]

I’m not smarter than the market. I don’t try to time buys and sells. I don’t dip in and out of my winners.

I’m not that good at it.

A few on here have a really good win rate at it.

@daniel_koss dips in and out and seems to win at it.

You can certainly pump up your numbers fast by timing it right.

I personally don’t have the stomach for it though.

Give Daniel a follow if you’re interested in this.

I think he’s also #1 on autopilot right now.

[SandemanStocks @Sandeman52]

I don’t think we should continue to call $NBIS a neocloud. Their full stack AI infrastructure simply puts them in a class of their own. Here are some options, which one is the best option?

Emerging AI hyperscaler

AI native hyperscaler

Full stack AI
infrastructure platform

AI factory operator

AI compute hyperscaler in the making

Next generation AI cloud platform

Vertically integrated AI infrastructure company

AI infrastructure hyperscaler

The first AI native cloud hyperscaler

Full stack AI cloud and infrastructure platform

Any other ideas?

[SandemanStocks @Sandeman52]

$NBIS another price target raise. Citi raises from $169 to $$287.

That’s a $118 increase. Massive!

[SandemanStocks @Sandeman52]

🚨 Detachment 🚨

I’ll repost this detachment video. People wonder how I am so zen through stock ups and downs.

This is my mindset in life.

It works for stocks.

It definitely works to pick up girls.

Works for everything.

I honestly didn’t see this video and follow its instructions.

I just happened to have this mindset since I can remember.

But when I saw this video I was like…yes, that’s exactly how I think.

Ignore the fact it’s some hippy chick. She’s spitting truths. Book mark this video.

It will change your life.

[SandemanStocks @Sandeman52]

In my opinion, becoming emotional about life changing gains will cap your upside.

Caeser called it out.

I’m no different than anyone else.

I just have better conviction and less emotional response to massive gains.

Same with the downside.

Up or down, doest phase me

[SandemanStocks @Sandeman52]

Today I saw $NBIS bulls post about selling because they needed to “protect” their gains.

I respect that.

But this is also the mindset that stops people from being ultra wealthy.

They don’t think they can get there.

“Lock in gains”

People thought I was crazy for not locking in gains at $100 with 65,000 shares.

It literally never crossed my mind.

It doesn’t cross my mind now.

[SandemanStocks @Sandeman52]

Gun to head. Someone asks me if $NBiS will ever hit $Trillion market cap….

What do I say?

What do I think?

Answer: Zero hesitation, I say:

Yes

I’m not pumping.

[SandemanStocks @Sandeman52]

Listen guys, $NBIS is volatile. We all know this. Tomorrow it could hit $180 or $250. But who cares. This is going to be in the thousands. Short term means nothing. Don’t over think it!!!!

[SandemanStocks @Sandeman52]

Holy cow!!!!

I made more in the last week….

than Shedeur Sanders will make in his entire rookie NFL contract over the next 4 years.

That’s mind boggling to me 🤯🧐

[SandemanStocks @Sandeman52]

Guys, I was gone all day because I decided to sell…

Zero shares of $NBIS. I think I’d cut off a pinky toe before doing that. I dont need a pinky toe….but I need my NBIS 🙌

[SandemanStocks @Sandeman52]

Whatsupp fam! I was actually up a bit more than that but who’s counting ;). Kinda like the sound of Big FatOG. But I’ll stick to Sandeman. LFG 👊

[SandemanStocks @Sandeman52]

I want to be the pied piper of retail and lead them to victory. If you think I’m kidding please unfollow me. I literally want zero in return.

[SandemanStocks @Sandeman52]

This dude is actually one of my best friends from my home town. The Burr man is a living legend

[SandemanStocks @Sandeman52]

My boy @DeepValueBagger literally saying the same thing