SavyRise
870 posts

SavyRise
@SavyRise
Be Savvy n Rise to the occasion, AI, Finance, Investments, Fun
Katılım Ocak 2026
329 Takip Edilen135 Takipçiler

@fortworthchris @grok list the top 10 places with the highest capacity.
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IF YOU MISSED $RKLB
Here is where space money rotates next:
Launch
$ASTS - satellite-to-phone
$RDW - space infrastructure
$LUNR - lunar missions
$FLY - launch systems
$MDA - satellites + robotics
Satellite Communications
$IRDM - global satellite network
$GSAT - satellite connectivity
$VSAT - broadband + defense comms
$SATS - satellite + wireless spectrum
Space Data
$PL - Earth imaging
$BKSY - defense geospatial data
$SPIR - maritime + weather tracking
Defense
$LMT - missile + space systems
$NOC - defense + orbital systems
$KTOS - drones + tactical space
Battery
$KULR - battery + thermal tech

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A lot of data-centric concentration.
Shay Boloor@StockSavvyShay
LEOPOLD’S SITUATIONAL AWARENESS 13F IS OUT New positions included $NVDA, $AMD, $INTC, $TSM, $ASML, $MU, $SMH, $GLW, $HIVE, $TE and $SHAZ. Added to AI power and compute names including $IREN, $APLD, $CLSK, $RIOT, $BTDR and $CRWV. Trimmed $SEI, $CORZ and $BE, while exiting $COHR, $LBRT, $TSEM, $HUT, $LITE, $KRC and $EQT.
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SavyRise retweetledi

@RealJGBanks What changed, brother? How did you become a zero to hero? Enlighten us please.
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And this means $BRK.B was OUT of their $AMZN by end of March
The $BRK.B crew is losing their luster
Exiting winners
Buying losers
Sitting on $400B in cash earning 4%
PASS
The Kobeissi Letter@KobeissiLetter
BREAKING: Berkshire Hathaway discloses new purchases of Alphabet, $GOOGL, Macy's, $M, and Delta Airlines, $DAL. Berkshire Hathaway has also exited its entire position in Amazon, $AMZN, UnitedHealth, $UNH, and Dominos Pizza, $DPZ.
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Okay, finally the missing AI price is restored. Berkshire Hathaway fills all the checks.
✅ Finance with Amex/BofA
✅ Insurance with GEICO/Berkshire Re/Chubb
✅ AI/Technology with Google/Apple
✅ Energy with Chevron/Oxy/Berkshire Hathaway Energy
✅ Manufacturing Precision Castparts
✅ Consumer Dairy Queen/Coca-Cola
✅ Healthcare DaVita/UHC
✅ Distribution McLane
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SavyRise retweetledi

If you feel stuck, try this: For the next 30 days, every single day, wake up at 5am and work out for at least 30 minutes.
It doesn’t matter what the workout looks like. Go to a gym, go outside for a run, do pushups and squats on your bedroom floor.
This isn’t about the workout. It’s about creating Proof of Agency.
By the end of 30 days, you’ll completely rewire your brain. Scientists call it neuroplasticity. Your brain physically changes in structure and function through action and experience.
The action of waking up early and working out every single day for a month will create evidence that you have the power to take an action and achieve a desired outcome. You’ll see yourself differently. You’ll reorganize your life around this new priority. You’ll eat healthier, go to sleep earlier, and narrow your focus. It creates Proof of Agency.
That has ripple effects into every area of life.
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@JasonL_Capital @grok Suggest low market cap alternatives for these that can 10x.
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10 stocks within the AI infrastructure stack that you need to be aware of:
1. Power - $BE
2. Chips - $NVDA
3. Memory - $MU
4. Optics - $LITE
5. Cooling - $VRT
6. Photonics - $AAOI
7. Networking - $ANET
8. Substrates - $AXTI
9. Data Centers - $IREN
10. Hyperscalers - $AMZN
Power, compute, networking, cooling, and photonics all play a critical role in the AI buildout.
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