“I said that this is a really good time to get in back into the memory trade. We're off 30 to 40% from the highs... I'm all in. I'm very bullish. And and even at these prices at at DRAM at 59, at Intel”
Grab Intel shares before they surge 2 to 3x because the AI compute buildout is accelerating and the recent 40 percent memory sector drawdown is reversing.
“biotech for example in this entire massive draw down in the markets uh kind of didn't really move that much... taking them down and I'm shoving them into uh you know the the next stage the next stage ”
Biotech completely ignored the recent 30% memory stock drawdown, making it the perfect downstream vault to absorb profits from the next AI hardware rally.
“taking them down and I'm shoving them into uh you know the the next stage the next stage which I think you know biotech energy”
Investors are harvesting AI memory profits and shoving them directly into energy assets as data centers prepare to devour 20% of the nation's electricity.
“I think we may be getting out of the woods a little bit. It seems like the odds of the Clarity Act passing are starting to tick back up. There's some back and forth seems to be actually like there see”
Bitcoin absorbs shifting market profits as the Clarity Act clears a June 2026 Senate committee and legalizes mainstream institutional buying.
“ultimately that money will flow through to assets like Micron to assets like MSFT META Meta um it'll flow through to all the the hyperscalers Google um this is an investable thesis”
Paid AI subscriptions sit at just 2.2 percent today, and scaling to half of all households funnels massive token consumption revenue directly into Micron.
“ultimately that money will flow through to assets like Micron to assets like MSFT META Meta um it'll flow through to all the the hyperscalers Google um this is an investable thesis”
Microsoft will gorge on compute revenue as paid AI subscriptions inevitably rocket from a mere 2.2% today to 50% of all households.
“ultimately that money will flow through to assets like Micron to assets like MSFT META Meta um it'll flow through to all the the hyperscalers Google um this is an investable thesis”
Paid AI subscriptions will explode from 2.2% to 50% of households, funneling massive token consumption revenue directly into Meta.
“ultimately that money will flow through to assets like Micron to assets like MSFT META Meta um it'll flow through to all the the hyperscalers Google um this is an investable thesis”
Paid AI subscriptions will surge from 2.2% to 50% of households, funneling massive token consumption revenue directly into hyperscalers like Google.
“less people are talking about the fact that we just signed a deal with Saudi Arabia to help them build nuclear plants. That's pretty cool. And this is just an extension of what's happening in with wit”
The US government just inked a 2026 agreement to build nuclear power facilities in Saudi Arabia, structurally expanding the global need for uranium.
“the thing that actually looks the best to me right now... It's gold. Gold actually looks phenomenal... we're straight back at that 4K level that we've defended for 6 weeks now... you can target the pr”
Gold defends a massive $4,000 floor as Japanese central bankers prepare to hoard the metal to fight off domestic inflation.