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"The best returns from the the #AI theme will come from the buildout of the infrastructure and not software/UI. This is an arms race with China and we have a lot of money to invest and ground to make up. My Positions 👇 Power/Grid: $LEU $AMRC $PLPC Semis/Hardware: $AMKR $PLAB"
X Link @j_herberger 2025-10-14T02:57Z XXX followers, XXX engagements
"There has been a clear thematic shift in the market away from AI and into reshoring critical materials (batteries rare earths chip fabricators quantum power). $usar $codi $eose $mp $amkr $skyt $laes $glxy $amrc $qs"
X Link @JordanSack_ 2025-10-13T22:35Z XXX followers, XXX engagements
"$FLNC Just wow. Big news after hours on Bloomberg. Fluence Energy Inc. expects US orders to make up a large share of its backlog next year as power demand surges from electrification and data center growth. $TSLA $EOSE $QS $ABAT $AMRC"
X Link @neecoinvests 2025-10-13T22:20Z XXX followers, XXX engagements
"I see everyone talking about $eose but almost no one talking about $amrc. Here's our note on it from a few months ago. $XXXX - $42.50"
X Link @JordanSack_ 2025-10-13T20:41Z XXX followers, XXX engagements