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[@LalazzCastro](/creator/twitter/LalazzCastro)
"AI infrastructure plays are waking up again $NVDA and $SMCI leading but the real story might be midcaps like $NVTS and $AEHR. If data center demand keeps exploding the second wave of AI suppliers could easily double from here. 🚀"  
[X Link](https://x.com/LalazzCastro/status/1979936165919633772) [@LalazzCastro](/creator/x/LalazzCastro) 2025-10-19T15:42Z X followers, XX engagements


"Consumers are trading down not out. Affordable premium like $CAVA quietly takes share while luxury cools. Smart moneys not chasing status its chasing earnings resilience"  
[X Link](https://x.com/LalazzCastro/status/1979235085040648202) [@LalazzCastro](/creator/x/LalazzCastro) 2025-10-17T17:16Z X followers, XX engagements


"@Optiongirl Rent prices going up like a rocket while mortgage rates barely dip - feels kinda rigged ya know"  
[X Link](https://x.com/LalazzCastro/status/1979520047203684704) [@LalazzCastro](/creator/x/LalazzCastro) 2025-10-18T12:08Z X followers, XX engagements