feel the fear and do it anyway
Toronto, Ontario
Joined October 2017
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AK retweeted
Basket of 20 random stocks I'm a fan of right now (and probably still will be in 2030):
1) $GOOGL - my all-time fave. Gemini + Youtube are elite. Data flywheel that'll own search, agents & cloud.
2) $NBIS - mini AI powerhouse; GPU clusters, Toloka data labeling, Avride self-driving robotics and $NVDA alliance.
3) $MSFT - Burry just went long...first time I agree with him? Generational compounder. Just imagine life without Excel :(
4) $TSM - 2nm + CoWoS capacity mean every hyperscaler has to come to them for yrs.
5) $AEHR - burn-in chokepoint w/ growing hyperscaler backlog probs from $GOOGL, $META, $AMZN.
6) $SOFI - probs the cleanest digital bank rn; AI underwriting + client LTV will compound as gen Z wealth builds.
7) $META - on track to pass $GOOGL as world's largest ad biz this yr + IG/Whatsapp are great.
8) $ASTS / $RKLB - leading the sector behind SpaceX
9) $NOW - clients never leave them + their AI agents are about to eat every enterprise workflow = super sticky recurring rev.
10) $INTC - CHIPS Act + 18A foundry push makes them the only credible Western alternative to $TSM. Partnering w/ $TSLA + SpaceX to make chips for Terafab.
11) $AAOI - 800G/1.6T optics are the literal wires of the AI super cycle; US fabs + hyperscaler orders = huge pricing power.
12) $CAT - autonomous mining tech is just getting started.
13) $SNDK - exploding SSD needs of AI training clusters = margin expansion as DC storage scales.
14) SK hynix - HBM leadership for $NVDA + $AMD; tech edge + premium pricing drive huge margin expansion through to 2030.
15) $AMZN - you could order an air-fryer to the peak of Mount Everest and it'd be there in 24 hours.
16) $MELI - LATAM $AMZN + fintech in one w/ massive network effects in an under-penetrated region.
17) $GEV - only realistic answer to AI power bottleneck. Gas turbines + grid modernization = multi-decade compounder.
18) $VRT - liquid cooling is the physical chokepoint for 100kW+ AI racks; hyperscalers are ordering like crazy.
19) $AVGO - inside every advanced data center w/ software margins on top.
20) $BTC - does the real Satoshi follow me by any chance?
I'll do a separate list of European names like $IQE, $ARM, $ASML etc. at some point too!
sad day today RIP
i read how to fail at almost everything & still win big during down days and the key takeaway i still carry is
you have to let luck play it’s role, keep trying, take shots & eventually you’ll make the odds
or as we like to call it, fuck around & find out
AK retweeted
The reason why RAM has become four times more expensive is that a huge amount of RAM that has not yet been produced was purchased with non-existent money to be installed in GPUs that also have not yet been produced, in order to place them in data centers that have not yet been built, powered by infrastructure that may never appear, to satisfy demand that does not actually exist and to obtain profit that is mathematically impossible.
