alessa ❥

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.

The SpaceX IPO will ignite a trillion-dollar space race. 𝗦𝗽𝗮𝗰𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 $RKLB Rocket Lab $SIDU Sidus Space $FLY Firefly Aerospace $RDW Redwire Space $LUNR Intuitive Machines $MDA MDA Space $VOYG Voyager Space $YSS York Space Systems $SPCE Virgin Galactic $FJET Starfighters Space 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 $ASTS AST SpaceMobile $GSAT Globalstar $SATS EchoStar $IRDM Iridium Communications $ETL Eutelsat $TSAT Telesat $GILT Gilat Satellite Networks $VSAT Viasat 𝗦𝗽𝗮𝗰𝗲 𝗜𝗺𝗮𝗴𝗶𝗻𝗴 $PL Planet Labs $GSAT Globalstar $SATL Satellogic $BKSY BlackSky Technology $SPIR Spire Global 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘁𝘆 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 $CRS Carpenter Technology $MTRN Materion $HXL Hexcel $ATI ATI $GLW Corning $PKE Park Aerospace 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 $RTX RTX Corporation $LMT Lockheed Martin $KTOS Kratos Defense & Security $VOYG Voyager Space $LHX L3Harris Technologies $NOC Northrop Grumman $BA Boeing $AIR Airbus $HO Thales 𝗦𝗽𝗮𝗰𝗲 𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀 $TDY Teledyne Technologies $APH Amphenol $KRMN Karman Space $RBC RBC Bearings $PH Parker Hannifin $AME AMETEK $GHM Graham $HEI Heico $DCO Ducommun $ATRO Astronics $TDG TransDigm

Part 2 — Another 10 stocks I’d hold until 2036 (after seeing all the comments on yesterday’s list 🔥) 1. $AVGO – Broadcom (AI networking + custom ASICs backbone) 2. $SMCI – Super Micro (AI server hardware king) 3. $MU – Micron (HBM memory powering the entire AI stack) 4. $TSM – TSMC (the foundry that makes the chips everyone needs) 5. $GEV – GE Vernova (power generation & grid modernization) 6. $SMR – NuScale Power (small modular nuclear reactors) 7. $VST – Vistra (clean + nuclear power scale play) 8. $ARM – Arm Holdings (chip architecture for AI/edge devices) 9. $ETN – Eaton (already in yesterday’s list but doubling down — power management) 10. $FIX – Comfort Systems (data center construction & HVAC infra) No hype. No lottery tickets. Just the real infrastructure, power, chips, and buildout plays that have to get built over the next decade. My observation? The comments yesterday showed everyone’s laser-focused on the same bottlenecks — power, cooling, memory, and actual manufacturing scale. These names sit right in the middle of it. What would you add or remove from this Part 2 list?

🚀 IREN just lit the fuse – I’m ALL IN at ~$51! Just allocated ~30% of my cash into IREN (Iris Energy). This one’s moving fast with the fresh Mirantis AI cloud acquisition news 🔥 My targets: • TP1: $55 • TP2: $63 • Potential upside: 15%+ (and room for more) Chart showing strong momentum, breaking resistance, and clean volume. Bitcoin miner pivoting hard into AI infrastructure — this setup is screaming opportunity. Who’s riding with me? Let’s gooo 💰

$AMD CRUSHED THEIR Q1 EARNINGS • Revenue $10.25B vs Est. $9.85B • EPS $1.37 vs. Est. $1.29 • Data Center Revenue $5.8B vs Est. $5.6B • Gross Margin 55% vs. Est. 52% Q2 Guidance • Revenue $11.2B vs Est. $10.5B • Gross Margin 56% vs. Est. 55%

Part 2 — Another 10 stocks I’d hold until 2036 (after seeing all the comments on yesterday’s list 🔥) 1. $AVGO – Broadcom (AI networking + custom ASICs backbone) 2. $SMCI – Super Micro (AI server hardware king) 3. $MU – Micron (HBM memory powering the entire AI stack) 4. $TSM – TSMC (the foundry that makes the chips everyone needs) 5. $GEV – GE Vernova (power generation & grid modernization) 6. $SMR – NuScale Power (small modular nuclear reactors) 7. $VST – Vistra (clean + nuclear power scale play) 8. $ARM – Arm Holdings (chip architecture for AI/edge devices) 9. $ETN – Eaton (already in yesterday’s list but doubling down — power management) 10. $FIX – Comfort Systems (data center construction & HVAC infra) No hype. No lottery tickets. Just the real infrastructure, power, chips, and buildout plays that have to get built over the next decade. My observation? The comments yesterday showed everyone’s laser-focused on the same bottlenecks — power, cooling, memory, and actual manufacturing scale. These names sit right in the middle of it. What would you add or remove from this Part 2 list?

Part 2 — Another 10 stocks I’d hold until 2036 (after seeing all the comments on yesterday’s list 🔥) 1. $AVGO – Broadcom (AI networking + custom ASICs backbone) 2. $SMCI – Super Micro (AI server hardware king) 3. $MU – Micron (HBM memory powering the entire AI stack) 4. $TSM – TSMC (the foundry that makes the chips everyone needs) 5. $GEV – GE Vernova (power generation & grid modernization) 6. $SMR – NuScale Power (small modular nuclear reactors) 7. $VST – Vistra (clean + nuclear power scale play) 8. $ARM – Arm Holdings (chip architecture for AI/edge devices) 9. $ETN – Eaton (already in yesterday’s list but doubling down — power management) 10. $FIX – Comfort Systems (data center construction & HVAC infra) No hype. No lottery tickets. Just the real infrastructure, power, chips, and buildout plays that have to get built over the next decade. My observation? The comments yesterday showed everyone’s laser-focused on the same bottlenecks — power, cooling, memory, and actual manufacturing scale. These names sit right in the middle of it. What would you add or remove from this Part 2 list?

Part 2 — Another 10 stocks I’d hold until 2036 (after seeing all the comments on yesterday’s list 🔥) 1. $AVGO – Broadcom (AI networking + custom ASICs backbone) 2. $SMCI – Super Micro (AI server hardware king) 3. $MU – Micron (HBM memory powering the entire AI stack) 4. $TSM – TSMC (the foundry that makes the chips everyone needs) 5. $GEV – GE Vernova (power generation & grid modernization) 6. $SMR – NuScale Power (small modular nuclear reactors) 7. $VST – Vistra (clean + nuclear power scale play) 8. $ARM – Arm Holdings (chip architecture for AI/edge devices) 9. $ETN – Eaton (already in yesterday’s list but doubling down — power management) 10. $FIX – Comfort Systems (data center construction & HVAC infra) No hype. No lottery tickets. Just the real infrastructure, power, chips, and buildout plays that have to get built over the next decade. My observation? The comments yesterday showed everyone’s laser-focused on the same bottlenecks — power, cooling, memory, and actual manufacturing scale. These names sit right in the middle of it. What would you add or remove from this Part 2 list?

$NVDA BREAKOUT CONFIRMED on the weekly 👀 215 resistance smoked. Big green weekly candle on volume surge. Clean rectangle pattern breakout. Targets now sitting at 220-235. My observation? This is the kind of technical setup that turns believers into bagholders who actually make money. AI demand still eating everything in sight. Meanwhile, classic pattern trading in action on $CAD (similar logic applies across markets): Quick hits why setups like this matter: 1. Clear breakout + volume confirmation = higher probability move 2. Defined risk (stop below support) and reward (take profit at resistance) 3. Markets love repeating these patterns — NVDA just gave us textbook Whether you’re in stocks or forex, clean technicals + real catalysts = next leg fuel. You jumping on the $NVDA breakout or waiting for a retest? Drop your target or favorite setup below. RT if you’re seeing more upside. What’s your read? 👇

🚨HOLY SMOKE, folks – while the tape is digesting OpenAI jitters and Big Tech earnings nerves, one sector is quietly ripping: the real AI infrastructure backbone. $STX just exploded +15%+ pre-market on massive data center storage demand, and it's proving exactly what I've been saying for weeks. Here's the straight dry powder (no fluff): After 30+ years trading every capex cycle, the picks & shovels that actually get deployed win — not the pure hype names getting chopped today. My key observations & catalysts right now: 1. Enterprise SSD & high-capacity storage demand is off the charts — hyperscalers can't build AI clusters fast enough, and Seagate is sitting right in the middle of it. 2. Today's move isn't random — strong institutional buying on the dip + sector rotation back to physical infrastructure after software noise. 3. Valuation still attractive vs. the mega AI names — real earnings momentum coming into next quarter. 4. Broader theme intact: power, cooling, storage, optics — the stuff that doesn't make headlines but prints money in 2026. This isn't a one-day wonder. It's the rotation I've watched play out since the fiber optic days. $STX, $WDC, $VRT — the quiet winners keep winning while retail chases the next NVDA headline. Not financial advice. Just one old trader calling it like I see it after surviving every bubble and crash. Who's riding the real AI buildout with me? Drop your favorite infra play or concerns below 👇 Let's trade smart. 📈