🚀 Tech enthusiast exploring the wonders of JavaScript, AI, and the art of prompt engineering. Turning code into creativity, one byte at a time. Join me on this
We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK, $WDC
Photonics ~ $AAOI, $AEHR, $LITE, $MRVL
The current phase is Neo Cloud/AI infrastructure:
$IREN, $NBIS, $CRWV, $CIFR, $APLD
Next wave (many will miss)
Rare Earths ~ $USAR, $MP, $UUUU, $FCX
Power & Cooling~ $VRT, $CEG, $OKLO, $OSS
Finally it all concludes with these 3 sectors:
Robotics ~ $TSLA, $PATH, $SERV
Space ~ $RKLB, $ASTS, $PL, $LUNR
Drones ~ $ONDS, $AVAV, $LMT
Many will make generational wealth from this AI super cycle over the next 7 months.
Save this to look back on later…
Remember, great engineers are made, not born. They invest in their growth and adapt to evolving technologies and team needs. The best are always learning. 📚
Want to be a standout engineer? Start by improving your soft skills:
- Join workshops.
- Engage in team projects.
- Seek feedback.
Resources like [YouTube's 'How to become a software engineer'](https://t.co/PgVrTIDlnf) can be game changers! 🎓
@davis7 here's avg cost per session from 500,000 sessions across 60 days
i love 5.5 but damn people are spending 10x more on it than 5.4 at the moment
this probably needs time to settle and we're seeing weirdly bad cache hit ratios so we'll see where it lands
One of the most exhausting parts of building in AI right now isn’t the tech itself — it’s the constant churn.
We started with Vercel AI SDK → moved to Claude SDK → explored Pi → now Cursor SDK just dropped.