Katie retweetledi
The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we just finished Phase 1 2023-2025
$NVDA → AI GPU king powering training, inference, and hyperscaler demand.
$MU → High-bandwidth memory critical for AI servers and massive compute.
$COHR → Photonics and optical connectivity enabling ultra-fast AI data transfer.
$MRVL → Custom AI networking chips powering cloud and hyperscale infrastructure.
PHASE 2 transititioning into in 2026–2027
$IREN → AI-focused data centers securing scalable power for compute expansion.
$WULF → Energy-efficient infrastructure supporting massive AI compute requirements globally.
$VRT → Cooling and power systems preventing AI data center bottlenecks.
$ETN → Electrical infrastructure backbone powering hyperscale AI facility growth worldwide.
$CEG → Nuclear and clean energy demand exploding from AI power consumption.
$ANET → High-speed networking moving enormous AI workloads between GPU clusters.
$MRVL → AI networking silicon connecting compute, memory, and cloud infrastructure.
PHASE 3 (this is massive bottleneck from 2027-2029)
$MP → Rare earth materials essential for robotics, EVs, and defense systems.
$USAR → Domestic critical mineral supply chain supporting future AI manufacturing.
$ASTS → Space-based connectivity enabling global autonomous and AI communication networks.
$RKLB → Affordable launch infrastructure supporting defense, satellites, and AI expansion.
$KTOS → Autonomous warfare and AI-driven military systems entering mass adoption.
$TSLA → Real-world AI robotics, autonomy, manufacturing, and autonomous transportation leader.
$SYM → Warehouse robotics automating global logistics with AI-powered machine systems.
PHASE 4 — Full automation (2030+)
$MSFT → AI operating layer integrating agents into enterprise software ecosystems.
$GOOGL → Search, infrastructure, and AI distribution dominance across the internet.
$META → Consumer AI ecosystem integrating assistants, commerce, and social platforms.
Quantum plays → Next-generation computing unlocking exponential AI capability breakthroughs.
The pattern is simple:
Infrastructure → Expansion → Domination.
We are only in Year 3 of 15.
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