Most people are still buying yesterday's stocks while the next decade is being built right in front of them. This is my personal watchlist! AI, quantum computing, and space are infrastructure shifts. The kind that made $NVDA a $3T company. The kind that made early Amazon holders generational wealth. Here's what I'm watching and why 👇 ⚡ AI INFRASTRUCTURE Every hyperscaler on earth is in a race to build AI data centers. The bottleneck isn't intelligence it's POWER and CHIPS. $MRVL — Custom AI chips, 18 hyperscaler design wins, NVDA just invested $2B into them. Growing 42% YoY to $8.2B revenue. This is the next chip giant being built in real time. $IREN — Owns 4.5GW of secured power. Just energized 1.4GW in Texas. Microsoft deal. And NVIDIA just signed a $3.4B cloud deal with them the option to take a $2.1B stake. The power IS the moat. $VRT — Every AI data center needs cooling & power management. Up 270% in a year. $13.75B revenue guided for 2026. You don't need to pick the winning chip you just need the picks and shovels. $CRWV — $66.8B backlog. OpenAI Meta deals worth $46B . The cloud is being rebuilt for AI and CoreWeave is laying the foundation. ☢️ NUCLEAR AI needs power. A LOT of it. Nuclear is the only energy source that can deliver reliable, carbon-free gigawatts at scale. $VST — Already cash flowing. Meta just signed a 20-year PPA with them. Second largest competitive nuclear fleet in the U.S. This is nuclear money NOW, not later. $OKLO — Pre-revenue but NRC just approved their reactor design. Meta deal for 1.2GW by 2030. Earnings Monday. Watch closely. 👀 ⚛️ QUANTUM COMPUTING I'll be honest this is a decade play. Don't bet the farm. But don't ignore it either. $GOOGL — The smart money's quantum pick. Willow chip making real breakthroughs. Profitable business behind it. This is how you get quantum exposure without the lottery ticket risk. $IONQ — Largest pure-play. Real revenue. Available on AWS, Azure & Google Cloud. Still speculative but the most credible of the pure-plays. 🛰️ SPACE This is the one most people are sleeping on the hardest. $LUNR — NASA. Boeing. Northrop Grumman. L3Harris. Blue Origin. DOD contracts. $3.2B backlog. Guiding to $1B revenue in 2026. Building the infrastructure for humans to work on the Moon and now expanding into national security space. Earnings May 14. 👀 $RKLB — Just ran 25% today on earnings. $805M defense contract. Selected for the $46B EWAAC contract. The SpaceX of the public markets. $ASTS — Satellite connectivity with AT&T, Verizon & Vodafone locked in. Earnings Sunday. Options pricing in a 20% swing. High risk, high ceiling. The theme across ALL of these? They're not moonshots. They're infrastructure. The world NEEDS what these companies are building AI needs chips, chips need power, power needs nuclear, and all of it eventually goes to space. Do your own research. Size your positions with risk in mind. But if you're still only in legacy stocks while this is happening that's worth thinking about.

I keep telling you $NOK here is a steal. They’re becoming an under-the-radar connectivity play in the AI supercycle with NVIDIA’s $1B strategic investment powers AI-RAN (edge intelligence on 5G/6G networks). Infinera acquisition supercharges optical interconnects for data center cluster exactly what hyperscalers need for massive GPU traffic. Q1 AI/cloud sales 49% YoY. Optical/IP guidance raised to 18-20% growth. JPM just hiked PT to $21. This is only the beginning for $NOK

Four giants dominating four different layers of AI Software. Dropping my write up later today. Oracle ( $ORCL ) • ServiceNow ( $NOW ) • Palantir ( $PLTR ) • Salesforce ( $CRM )

$TE will have its run. $IREN is still early in its pivot. Don’t fade Leopold, These are 5-10 baggers loading.

This $AAOI article is excellent, high-quality work, exactly the kind of rigorous, primary-source analysis I respect. Not hype or narrative-driven. Viewer discretion advised this will make you long $AAOI .

🚀 2500 Followers in 5 Days! From the consistent grind to the late-night threads on AI infra, energy, and conviction plays… thank you everyone for riding with me. Special shoutout to the $IREN , $NOK , $TE, and $KEEL communities. I Appreciate every follow, like, comment, and repost. We’re just getting started. Let’s keep building.

Micron $MU could possibly move up 15-20% after earnings. Easily a $1500-$1750 stock by EOY

Going from round wafers to square panels seems like a small tweak but it means more chiplets HBM per run at lower cost.

The US needs to accelerate power and infrastructure fast. Good news: domestic players already have serious GW-scale capacity ready to scale: $IREN $HUT $SLNH

Most still see $NOK as old phones. Wrong. Just like $BB , the markets will soon wake up to these two sleeping GIANTS.

🚀 10 Space Stocks Most Investors don’t Have Exposure To But Should : 1. $KRMN – Karman Holdings: Supplies mission-critical payload protection, propulsion, and interstage systems to rockets across the industry. Deeply embedded but under the radar. 2. $BKSY – BlackSky: Real-time high-resolution (35cm) geospatial intelligence. Scaling contracts toward $100M ARR trajectory. 3. $RDW – Redwire: Pioneering in-space manufacturing zero-G 3D printing, biotech, crystals, and on-orbit production. 4. $VOYG – Voyager Technologies: Leading Starlab, the commercial space station to succeed the ISS and sustain human presence in LEO. 5. $FLY – Firefly Aerospace: First commercial company with a fully successful upright soft lunar landing (Blue Ghost). Strong backlog for follow-ons. 6. $LUNR – Intuitive Machines: Delivered the first U.S. commercial Moon landing in decades and executing ongoing NASA CLPS missions. 7. $PL – Planet Labs: Daily Earth imaging from its satellite fleet. Record revenue growth and path to sustained profitability. 8. $IRDM – Iridium: Pole-to-pole satellite coverage via its 66-satellite LEO constellation. Proven free cash flow generator. 9. $RKLB – Rocket Lab: The only public U.S. rocket company at real scale, frequent launches Neutron development. 10. $ASTS – AST SpaceMobile: Building the world’s first space-based cellular broadband network for direct-to-smartphone connectivity. 2026 outlook is explosive. Most retail investors own zero exposure. That's an indicator of opportunity.

People want deals now, but these negotiations take months, we may not hear about big ones (Anthropic, Microsoft, etc.) right away. Those recent job openings aren’t random. $IREN is actively building the backbone for major scaling. Patience pays here. @IREN_Ltd positioning for something big.

𝑻𝒉𝒆 𝒄𝒉𝒊𝒑𝒔 𝒘𝒆𝒓𝒆 𝒋𝒖𝒔𝒕 𝒄𝒉𝒂𝒑𝒕𝒆𝒓 𝒐𝒏𝒆. The real constraints on scaling AI are no longer measured in teraflops alone. They’re measured in megawatts you can actually deliver, photons you can move at rack scale, liquid you can pump without melting the floor, and platforms that turn raw infrastructure into deployed, governed intelligence. Jensen has been clear for months: the handoff is happening. Copper has limits. Power is the new gate. Cooling density is non-negotiable. The companies securing these layers with long-term contracts and balance-sheet capital are building durable positions. Here’s how the 2026 AI infrastructure stack breaks down from silicon to intelligence: LAYER 1: SILICON FOUNDATION 🟠 $TSM — The advanced foundry and packaging backbone (CoWoS and beyond). This is the capacity gate for the highest-performance AI chips. Everything upstream starts here. LAYER 2: AI COMPUTE 🟠 $NVDA — Still the clear leader in GPUs and full AI systems/racks. The ecosystem investments and rack-level selling show they understand the game has moved beyond individual chips. LAYER 3: SERVERS & RACK INTEGRATION 🔵 $SMCI — Building dense, liquid-ready AI server and rack systems that hyperscalers deploy at scale. Direct volume beneficiary of the buildout. LAYER 4: NETWORKING & HIGH-SPEED INTERCONNECT 🔵 $MRVL — Switching silicon, DSPs, and aggressive silicon photonics push via Celestial AI. Essential for scaling clusters beyond single racks. 🔵 $AAOI — Datacom optics leader with explosive data center revenue growth and a major 800G/1.6T order backlog. Scaling domestic capacity while supply chain security matters. LAYER 5: PHOTONICS & OPTICS TRANSITION The physics is clear, copper hits the wall on bandwidth density and power. Photonics moves from “nice to have” to required for the next jump in cluster scale. 🔵 $LITE (Lumentum) — Leading provider of high-speed lasers, EMLs, and optical components with a major NVIDIA strategic investment and multi-billion dollar purchase commitments. Scaling US manufacturing for AI data center optics demand. LAYER 6: POWER: THE BINDING CONSTRAINT 🟠 $VST — Signing multi-decade power purchase agreements directly with hyperscalers. Nuclear uprates and reliable generation capacity are becoming strategic assets. 🔵 $IREN — Renewable-powered data centers executing a clear pivot into AI/HPC cloud. Large-scale sites with secured power and flexible capacity. 5.8 GW-scale pipeline building. LAYER 7: COOLING & THERMAL MANAGEMENT 🔵 $VRT — Liquid cooling systems are moving from pilot to must-have for high-density AI racks. Record backlog and order growth as power density per rack climbs. LAYER 8: CLOUD & DATA CENTER PLATFORMS 🔵 $ORCL — Oracle Cloud Infrastructure is seeing massive AI-driven demand. Major capex ramp, OpenAI/Stargate ecosystem work, and enormous remaining performance obligations. 🔵 $NBIS — AI infrastructure specialist rapidly scaling contracted capacity (multi-GW targets). Major hyperscaler deals are driving strong ARR acceleration. LAYER 9: THE INTELLIGENCE LAYER 🔵 $PLTR — Palantir’s AIP platform turns physical infrastructure plus enterprise data into production-grade, governed AI applications. U.S. commercial momentum is accelerating sharply. Capital is already voting with real money: direct hyperscaler power deals, NVIDIA’s multi-billion dollar optics investments, pre-payments for capacity years out, and software platforms seeing accelerating commercial traction. The honest counter-thesis is that real valuations across parts of the stack are elevated, power timelines can slip, cooling and photonics tech is still maturing in some deployments. Software ROI takes time to prove at scale. One digestive quarter can pressure the whole chain. But the structural, multi-year spend from the largest balance sheets in tech is not a narrative. It’s signed contracts and capex plans. The market has aggressively priced the obvious chip layer. The asymmetry sits in the scarce layers everything else depends on. Own the full stack. Not just the logo on the GPU. Bookmark this. Then drop which layer you think moves first or which one I’m underweighting. Tag the person who’s still only buying NVDA and calling it a diversified AI portfolio.

Demand isn’t slowing down, That’s why I like $LITE , $AAOI , and $CSCO . 📈

This RAISE Summit 2026 positioning is next-level for $IREN . Headlining above NVIDIA/OpenAI/CoreWeave/etc. and powering the Versailles AI Gala puts them directly in front of a stacked CEO lineup: - Andrew Feldman (Cerebras) $CBRS - Arthur Mensch (Mistral) - Chase Lochmiller (Crusoe) - Giordano Albertazzi (Vertiv) - Pat Gelsinger (ex-Intel) - Amin Vahdat (Google AI Infra) $GOOG - Plus Mark Cuban, Yann LeCun, Broadcom/AMD/Oracle/Anthropic/OpenAI leaders, and enterprise CIOs from Disney/FedEx/Mercedes etc. $ORCL $AMD $NOW This is the perfect room to sell gigawatt-scale power AI cloud capacity to the people who actually write the checks. Long-term setup keeps strengthening. Everyone thank @LandoInvests for writing this up. $IREN

All I’m hearing is companies like $TE are early !

WANTED: * Caretaker for my beach house. * Also, beach house. * Also, money for beach house.

40 Different ETfs with $SPCX exposure and I think $MARS might be the best one.