Al
222 posts

Al
@AL007Finch
Blank….Blank .. Foodie..Investor.. Sports
Maryland, USA انضم Ekim 2025
65 يتبع31 المتابعون

Leopold Aschenbrenner made millions betting heavily on AI stocks: compute, memory, data centers, and power. What I would recommend if you want to play the full AI infrastructure supercycle the same way he did.
Core AI Infrastructure Plays (The Original Wave) AI Data
Centers / Compute
$CRWV $APLD $IREN $CORZ $CLSK $RIOT
Semiconductors / Memory
$TSM $MU $SNDK
Power Infrastructure
$BE $SEI $TE
Next Big Growth Leaders (My High-Conviction Next Wave)
AI Data Centers / Compute
$SLNH $WULF $HUT $IREN $NBIS $CSLK
Memory / Storage
$DRAM $SNDK
Semiconductors
$AMBQ $WOLF $MRVL
Energy / Power
$TE $EOSE $AMPX $HYLN $BE $OKLO
Photonics (The Underrated Rocket Fuel)
$AAOI $LWLG $AXTI
Every single one of these sits right in the middle of the AI arms race: chips, racks, watts, and light.
This is the backbone of AI scaling


English

@ColeMInvests The market cap tells all… qnx on the market would sell for that right now. Not counting the future
English

@KnicksBeast Clear that up(right now) meaning bcuz there is only two teams left? Lol
English







