We are currently in a once-in-a-lifetime super cycle of AI peak...


Phase 1 is: (already passed)
• Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (happening right now)
• Memory ~ $MU, $SNDK, $WDC
• Photonics ~ $AAOI, $AEHR, $LITE, $MRVL
The current phase is Neo Cloud/AI Infrastructure:
• $IREN, $NBIS, $CRWV, $CIFR, $APLD
The next wave (many will miss it)
• Rare Earths ~ $USAR, $MP, $UUUU, $FCX
• Energy & Cooling ~ $VRT, $CEG, $OKLO, $OSS
Finally, it all ends with these 3 sectors:
• Robots ~ $TSLA, $PATH, $SERV
• Space ~ $RKLB, $ASTS, $PL, $LUNR
• Drones ~ $ONDS, $AVAV, $LMT
Many will create assets across multiple generations from this AI super cycle in the next 7 months.
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