Most investors hunt for the next 10x.
I’d rather own the infrastructure every 10x depends on.
$NVDA → AI Compute
$TSM → Foundry
$AVGO → Custom Silicon
$MU → Memory
$LITE → Photonics
$ANET → Interconnect
$VRT → Cooling + Power
$GEV → Grid Buildout
$TSLA → Physical AI
Sometimes the easier way to build wealth is to own the theme and give it time.
3 Robotics ETFs that you can own:
$KOID → Humanoids and Physical AI
$BOTZ → Large-cap robotics and AI leaders
$ROBO → Broad robotics, sensing and industrial automation
Pick the basket.
Let the
$OUST is up 74%+ since I added it to my portfolio in May.
The edge was connecting the dots early:
Robotics needs vision.
LiDAR helps machines see, map, and understand the physical world.
That’s why I invested before the theme became obvious.
Research → Conviction →
$SPCX just reported its first public earnings.
Revenue surged 92% to $7.8B.
Starlink reached 12M subscribers while
Space is becoming a major capital cycle.
My Top 5 space stocks:
$SPCX$RKLB$ASTS$PL$RDW
Corrections create opportunities.
Not every stock is a buy after a pullback.
The names I like most at these prices:
Optical networking: $MRVL$CRDO$AAOI
AI compute: $NBIS$IREN
Physical AI: $OUST$AMBA
Space: $RKLB$PL
Rare Earths: $MP$USAR
AI Power: $BE$SMR$FPS
Quantum
