We have 10 years of AI left.
The latest research from McKinsey, Goldman Sachs, PwC, ARK Invest, and Gartner on where AI is heading.
1. $725 billion in AI infrastructure spending this year alone. That's 77% growth year over year. 88% of companies are already deploying AI. The hyperscalers are building nuclear reactors just to power the data centers. This money flows directly into $NVDA, $AVGO, $MSFT, $GOOGL, $AMZN, and $META.
2. By 2027, Artificial General Intelligence. AI that can reason across any task, not just narrow ones. Anthropic and Google DeepMind both forecast powerful systems arriving by late 2027. The companies building the picks and shovels for this are companies like $AMD, $MRVL, $TSM, and $ASML.
3. By 2028, Physical AI. Humanoid robots at manufacturing scale. 30,000 units per year. $50 billion invested. Watch TSLA Optimus, Hyundai Atlas, and Figure AI. The sensors, chips, and actuators behind them flow through companies like $ON and $TER.
4. By 2030, AI is projected to add $15.7 trillion to global GDP. $14 trillion AI software market. 170 million new jobs created. ARK estimates AI software companies alone could create $80 trillion in enterprise value.
5. By 2035, full autonomy. $450 billion in agentic software revenue. AI conducts novel scientific research. $3.6 trillion global market. 30% of all enterprise software revenue comes from AI agents.
Every major selloff in AI has been a buying opportunity.
Nuclear stocks are trying to form a low.
$OKLO, $CEG, $CCJ, $BWXT
Let's see over the next few sessions if bulls can step-in and defend.
They've been in a downtrend for a few months, and starting to tighten and coil.
Looking better to me.
Just wrapped an insane murder mystery game! Trapped in a creepy old mansion, sussing out lies, matching clues, and laughing so hard with my team—best weekend pick-me-up ever! Who’s down for a round
Just nailed my first practical English negotiation simulation! Learned to adjust tone for different scenarios—practice really does beat perfect. Gonna log this win to keep pushing forward!,
Yesterday I missed my bus and sat on the curb feeling stressed. A stranger noticed, bought me a coffee, and said “everything works out.” Made my whole week better. Small kindness = big magic.