This is bigger than just $INTC earnings. It’s about becoming the person who brings others into the market. Got a text yesterday… My friend told me he’s been quietly building his $INTC position over time and it’s paying off. You don’t just build wealth alone. You build an environment where investing becomes the standard.

Time to buy more $HOOD 🫡

From Zero to Investor in One Conversation youtu.be/pRYGt0TPVBw?si=3YC6… via @YouTube

You get rich by taking big risks with small money. You stay rich by taking small risks with big money.

Shoutout to all $NVDA shareholders 🦾

Most people don’t get into the market because no one around them is. The fastest way to change your financial life isn’t just what you do. It’s what your circle starts doing too. That’s the network effect. You don’t just build wealth alone. You build an environment where investing becomes the standard.

Two types of investors: - One chases what’s trending. - One builds conviction in great businesses. $AMZN just hit new all time highs. It was never the sexiest play. But it’s been a compounding machine. Largest position in my portfolio for a reason. Still holding. The boring winners usually outperform in the end.

$AMZN just hit new all time highs. This is what sticking to conviction looks like. While everyone chased the “next big thing”… I kept building my largest position. Amazon is my PRIME position. Still holding for long term growth. Shoutout to everyone who kept buying and holding $AMZN when it wasn’t trending.

Looks so clean 😍 $GOOGL

3 weeks ago I posted this thread when $MU was at $357. A Google research paper had just wiped 20% off the stock in a week. The panic was everywhere. “Memory is dead.” “AI won’t need chips anymore.” We broke down the data. Showed why the selloff was pricing in fear, not fundamentals. $MU closed today near $484. That’s a 35% move in 23 days. Not because we predicted the bottom. Because we understood what we owned and didn’t panic when the crowd did. This is the game. Over and over. The people who study the fundamentals while everyone else reacts to headlines are the ones who are positioned when the snapback comes. Understand what you own. Think longer than the next headline. The returns take care of themselves.

Are we seeing $80,000 for bitcoin:native tomorrow? 👀

The “TACO trade” = Trump Always Chickens Out Investors believe economic pressure forces policy changes. That belief is currently driving market positioning.

Someone making $200K with no investments is in a worse position than someone making $70K with a portfolio that compounds. Read that again. One of them loses everything the moment the income stops. The other has money working for them 24 hours a day whether they show up to work or not. We were taught that making more money is the goal. Get the raise. Get the promotion. Hit six figures. Nobody taught us what to do after the money hits the account. And that’s the gap. Income is limited by time. Investing is leveraged by time. The highest earner in the room is almost never the wealthiest person in the room. The wealthiest person is the one who figured out how to put their money to work years ago and never stopped. Wealth is not built by what you earn. It’s built by what you do with what you earn. That’s the shift most people never make.

What changed in AI investing: Before: It was about chips $NVDA $AMD $TSM Now: It is about scaling AI in the real world That requires: Power → $XLE $NEE Grid → $ETN $ABB Cooling → $VRT Infrastructure → $DLR $EQIX Same trend. But the bottleneck moved. That is where new opportunities come from.

The S&P 500 $SPY just rallied 11% in two weeks. If you sold during the crash, you missed the entire thing. Not because you made a bad stock pick. Because you made a bad decision at the worst possible time. Here’s the lesson most investors will learn too late 🧵

If I wanted to invest in AI today, this is how I’d do it: $NVDA $VRT $CEG $VTI $IWM Because the real AI opportunity is not just one ticker. It’s an ecosystem. $NVDA gives me exposure to the company leading the AI buildout. $VRT gives me exposure to the infrastructure that actually makes AI scale. $CEG gives me exposure to the rising power demand that comes with more compute. $VTI gives me a core foundation so the portfolio doesn’t become one giant AI bet. $IWM gives me exposure to a broader expansion trade if AI leadership spreads beyond mega-cap tech. That’s the key point: If I’m investing in AI, I don’t just want the story. I want exposure to the layers underneath the story. Because AI doesn’t work without: chips infrastructure electricity capital broader market participation That’s why I’d structure it this way. Not random. Not overcomplicated. Just different positions with different jobs. $NVDA = leader $VRT = infrastructure $CEG = power $VTI = core base $IWM = rotation upside This is how I’d invest in AI today. Not by chasing noise. By owning the stack. What would you add or remove?

Most investors still see AI as a chip story. That is old thinking. The next leg of this cycle is about physical buildout: • electricity • grid equipment • cooling • data centers • infrastructure capacity That is where the AI trade starts broadening. Watching closely: $VRT $ETN $VST $XLE $NEE $CEG $DLR $BE $GEV The next AI winners may not look like AI stocks at all.