The $NVDA CEO has been literally telling you what to buyโฆ
In 2025 Jensen called out:
$NBIS at $21 & is now up 840%
$APLD at $3 & is now up 1,400%
$TSM at $180 & is now up 135%
$MU at $86 & is now up 770%
Jensen is now calling for these 3 companies to squeeze in 2026:
$NOW at $90
$CRWV at $114
$IREN at $60
These names are most likely the next 10x setups.
Donโt miss outโฆ
The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is officially done, & we are now onto Phase 2:
PHASE 1 โ FOUNDATION LAYER (2023โ2026)
$NVDA - AI GPU king powering training, inference, & hyperscale demand.
$AMD - AI accelerator competitor rapidly scaling enterprise and cloud adoption.
$MU - High bandwidth memory essential for AI servers & large scale compute.
$LITE - Fiber optic connectivity and photonics infrastructure supporting AI bandwidth.
$INTC - Domestic semiconductor and AI infrastructure turnaround play.
PHASE 2 โ INFRASTRUCTURE EXPANSION (2026โ2027)
$IREN - AI focused data center expansion securing scalable power for next-gen compute.
$CRWV - Cloud and AI infrastructure platform positioned to benefit from hyperscale.
$NBIS - AI infrastructure and compute exposure tied to next wave enterprise deployment growth.
$OKLO - Advanced nuclear technology positioned to support long-duration AI energy demand.
$MRVL - AI networking silicon connecting compute, memory, storage, and hyperscale infrastructure.
PHASE 3 โ THE PHYSICAL AI ECONOMY (2027โ2029)
$USAR - Strategic U.S. rare earth exposure tied to AI hardware and military supply chains.
$MP - Domestic rare earth production critical for magnets, EVs, robotics, and defense systems.
$RKLB - Launch infrastructure and satellite systems supporting AI driven space expansion.
$ASTS - Space based connectivity enabling future autonomous and AI communication systems.
$ONDS - Wireless defense and drone networking infrastructure supporting autonomous operation.
PHASE 4 โ AGI & SOFTWARE DOMINANCE (2030+)
$IONQ - Quantum computing exposure potentially accelerating next-gen AI capabilities.
$ORCL - Enterprise AI databases and cloud infrastructure deeply integrated into corporate systems.
$AMZN - Cloud and AI infrastructure dominance through AWS and enterprise compute.
$GOOGL - AI search, inference, cloud, and AGI infrastructure powerhouse.
$MSFT - Enterprise AI ecosystem leader integrating AI across productivity, cloud, and software.
The AI super cycle is not a 1 year trade. Itโs a decade long infrastructure buildout.
Save this to look back on laterโฆ