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@rroruman "10 companies Id hold through chaos: $AXON / $RXRX / $JD / $SMR / $ASTS / $TMDX / $IREN / $ONDS / $NBIS / $NVTS. Each one owns a real-world bottleneck. Thats how wealth compounds by holding what others underestimate"
X Link @rroruman 2025-10-05T07:25Z XX followers, XXX engagements

"The future is above you. $RKLB launch logistics backbone. $ASTS internet from orbit. $PL Earth observation data monetized. This decades next trillion-dollar theme: space as infrastructure"
X Link @rroruman 2025-10-05T07:23Z XX followers, XXX engagements

"Software is easy. Scaling the physical world is where wealth hides. $ONDS Private 5G spectrum for drones defense and industrial automation. $AXON Public safety SaaS that turns hardware into compounding ARR. $TMDX Human logistics infrastructure (organs today anything tomorrow). $IRDM Satellite network providing mission-critical data connectivity. $PL Planet Labs Earth data for agriculture climate and defense analytics. This is the AI of atoms sensors logistics networks and decision systems. If AI runs the brain these run the body"
X Link @rroruman 2025-10-05T07:27Z XX followers, XXX engagements

"Energy is being rewritten for the AI era. These five sit where power meets technology: $SMR Modular reactors powering next-gen compute. $ENVX Silicon-anode batteries unlocking density + performance. $IREN Data-center energy arbitrage. Cheap power = infinite leverage. $RUN Solar infrastructure compounding under the radar. $BE Fuel-cell tech moving toward scalable green baseload energy. Energy is no longer cyclical. Its structural and every AI workload every EV every robot depends on it. Ignore this sector at your own financial risk"
X Link @rroruman 2025-10-05T07:28Z XX followers, 1172 engagements

"$AVGO ripping after that OpenAI deal 👀 Custom chips 10GW compute capacity. Broadcom just became the quiet backbone of the AI stack. Not flashy but this deal is generational scale"
X Link @rroruman 2025-10-13T14:00Z XX followers, XX engagements

"$ZETA quietly building one of the best AI ad-tech stacks out there. Athena AI conversational automation for marketing teams. This feels like $PLTR AIP but for marketers. Nobodys paying attention yet"
X Link @rroruman 2025-10-13T14:00Z XX followers, XXX engagements

"$UNH $ELV $TDOC $HIMS healthcare is turning into a data optimization problem. Whoever integrates medical genomic and behavioral data wins the next decade. Medicines next breakthrough wont be a drug itll be a dataset"
X Link @rroruman 2025-10-07T18:06Z XX followers, XXX engagements

"$AMD is the quiet threat to $NVDA. MI300 chips shipping 50%+ margins Partnerships with MSFT Meta Oracle Valuation still far lower It wont dethrone Nvidia but it doesnt have to. All it needs is market share"
X Link @rroruman 2025-10-15T07:04Z XX followers, XXX engagements

"AI can think. But robotics will let it move. Thats the next phase where intelligence meets action. Im researching: 🤖 $SYM warehouse automation brain 🧩 $PATH robotic process automation 🏭 $ROK industrial control + AI integration 🔧 $FANUY Japanese precision robotics 🚜 $DE autonomous machinery Software ate the world. Robotics is teaching it how to operate itself. And when that happens GDP stops being a limit it becomes a variable"
X Link @rroruman 2025-10-13T06:45Z XX followers, XXX engagements

"AI hype is loud. But the quiet transformation is happening in industrial systems factories logistics and infrastructure getting their smart upgrade. Im adding exposure to: 🏭 $ROK industrial automation 🚢 $GE digital twin technology 🧠 $ANET networking for AI-driven operations ⚡ $ETN intelligent power management 🪫 $ENS energy storage for industrial grids Every nation wants AI scale but productivity is the real leverage. Industrial AI isnt glamorous its inevitable. This is how the physical world learns to think"
X Link @rroruman 2025-10-13T06:45Z XX followers, XXX engagements

"I think the next semiconductor cycle is forming quietly. Im watching $AMAT $GFS and $ASML the picks and shovels of the global chip arms race. Its simple: if compute keeps exploding these are the companies selling the tools"
X Link @rroruman 2025-10-11T15:04Z XX followers, XXX engagements

"Everyones talking about AI models. Nobodys talking about who owns the infrastructure behind them. The real money isnt in who builds AI its in who fuels it: 💻 $NVDA chips ⚙ $SMCI servers 🏭 $TSMC manufacturing ☁ $AMZN / $MSFT / $GOOGL cloud The picks & shovels always win the gold rush"
X Link @rroruman 2025-10-15T07:03Z XX followers, XXX engagements

"My 2025 watchlist by sector AI Infra: $NBIS $SMCI $CRVW Fintech: $SOFI $NU $MQ Energy: $EOSE $RUN $NEE Automation: $SYM $PATH $ISRG Data: $GOOGL $SNOW $PLTR One theme connects them all intelligence meeting infrastructure"
X Link @rroruman 2025-10-06T17:09Z XX followers, XXX engagements

"Models will deflate. Efficiency will inflate.Thats why Im interested in $DDOG $SNOW $MDB. These are the cost reducers in the AI every tech boom the backend becomes the profit center"
X Link @rroruman 2025-10-11T13:12Z XX followers, XX engagements

"AI isnt running on algorithms its running on electricity. Energy is the new leverage point. ⚡ $NFE natural-gas king building data-center partnerships ⚙ $PLUG hydrogen infrastructure quietly expanding 🔋 $ENPH energy efficiency for compute loads 🏗 $CRVW powering hyperscale facilities The next trillion-dollar opportunity isnt in AI models Its in keeping them online"
X Link @rroruman 2025-10-05T14:43Z XX followers, 2135 engagements

"$GOOGL is quietly the most underpriced AI blue chip. They have: The best research talent (DeepMind) The largest data sets The strongest ad ecosystem And now Gemini. Wall Street lost faith. But fundamentals didnt change"
X Link @rroruman 2025-10-15T07:18Z XX followers, XX engagements

"Everyone bets on NVDA MSFT GOOGL. Few bet on the flipside: voice SoundHound (SOUN) security Zscaler (ZS) pure infra CoreWeave Broadcom chip ecosystem TSMC ASML Thats the next frontier"
X Link @rroruman 2025-10-15T07:22Z XX followers, XX engagements

"Every data center is now an energy company in disguise. The biggest AI constraint isnt imagination its electricity. Thats why Im looking at: ⚡ $EOSE grid-scale battery storage 🏗 $NBIS high-efficiency data centers 💡 $VRT cooling and power infrastructure 🌞 $NEE renewable generation for compute 🔋 $ENPH distributed energy optimization AIs next limit wont be compute power. Itll be where to plug it in. The future isnt AI vs humans. Its data vs power"
X Link @rroruman 2025-10-13T06:46Z XX followers, XXX engagements

"AI Infrastructure in Numbers Data-center energy use up XX% YoY Server demand up XX% Cooling capacity shortage projected by 2026 Grid upgrades lag by X years I think this imbalance is the biggest invisible trade of the decade. My focus: $NBIS $EOSE $VRT $NEE"
X Link @rroruman 2025-10-13T13:56Z XX followers, XXX engagements

"The first cloud stored data. The second cloud connected systems. The third cloud will run itself. Im adding exposure to: ☁ $AMZN hyperscale orchestration 🔹 $MSFT AI-native cloud integration 💡 $SNOW data mesh infrastructure ⚙ $DDOG cloud observability leader 🧠 $PLTR AI logic layer across enterprise data The new cloud will diagnose repair and optimize itself in real-time. Human DevOps AI Ops"
X Link @rroruman 2025-10-13T06:46Z XX followers, XX engagements

"$SOFI $NU $MQ $ADYEY all turning finance into background code. The best financial interfaces will disappear completely. You wont open a banking app itll open inside everything you use. Finance as infrastructure = trillion-dollar opportunity. 💳"
X Link @rroruman 2025-10-07T18:06Z XX followers, XXX engagements

"Small-cap AI picks that the big money is sleeping on 👇 ⚙ $SOFI building an AI-driven financial stack 🔍 $AI pure-play enterprise AI software 💬 $PATH automation + RPA sleeper They wont all win but the one that does could 10x"
X Link @rroruman 2025-10-15T07:04Z XX followers, XXX engagements

"The future is not about EV hype. Its about energy autonomy. Watch these: $SMR modular nuclear powering AI + industry $EOSE long-duration zinc battery for grid storage $ENPH solar microinverter dominance (still early overseas) $NVTS power efficiency chips for the AI age $QS solid-state battery inflection approaching $PLUG hydrogen infrastructure (high-risk but upside) $IREN transforming mining energy into AI hosting capacity By 2027 the power grid will be the new internet. Own the companies building its backbone"
X Link @rroruman 2025-10-05T07:20Z XX followers, XXX engagements