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🚨 THE NEXT MEGA-TREND IS HERE. 🤖
Humanoid robots. Physical AI. Automation.
5 stocks positioned to win big. 🧵👇
1/ $AMZN — AMAZON 📦
Amazon is already operating one of the world’s largest robotics ecosystems. Its warehouses use autonomous robots, robotic arms and AI-powered ent becomes increasingly automated, Amazon could be a major beneficiary.
Humanoid robots. Physical AI. Automation.
5 stocks positioned to win big. 🧵👇
1/ $AMZN — AMAZON 📦
Amazon is already operating one of the world’s largest robotics ecosystems. Its warehouses use autonomous robots, robotic arms and AI-powered ent becomes increasingly automated, Amazon could be a major beneficiary.
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🚨 AI’S NEXT BIG BOTTLENECK COULD BE POWER.
AI data centers need massive amounts of electricity, cooling, and infrastructure. ⚡
The AI infrastructure watchlist:
⚡ Power management & cooling
🔌 Electrical equipment & components
❄️ Thermal management
🏗️ Data-center construcrking
🔋 Power generation & grid expansion
☢️ Nuclear energy & fuel
The picks & shovels:
$FPS → Fire protection systems
$VRT → Data-center power & cooling
$MTZ → Electrical infrastructure & power construction
$MOD → Thermal management & cooling technology
$ETN → Power management & electrical equipment
$PWR → Grid modernization & transmission
$GEV → Grid technology & power generation
$NVT → Electrical connections & protection
$FIX → Mechanical & electrical infrastructure
$EME → Data-center construction & building systems
$STRL → Infrastructure construction & data-center site development
$ANET → High-performance AI networking
$NVTS → Power conversion technology
$ON → Power semiconductors & intelligent sensing
$CEG → Nuclear power generation
$VST → Power generation & electricity supply
AI needs more than chips. It needs POWER. ⚡
The infrastructure race is heating up. 🚀
AI data centers need massive amounts of electricity, cooling, and infrastructure. ⚡
The AI infrastructure watchlist:
⚡ Power management & cooling
🔌 Electrical equipment & components
❄️ Thermal management
🏗️ Data-center construcrking
🔋 Power generation & grid expansion
☢️ Nuclear energy & fuel
The picks & shovels:
$FPS → Fire protection systems
$VRT → Data-center power & cooling
$MTZ → Electrical infrastructure & power construction
$MOD → Thermal management & cooling technology
$ETN → Power management & electrical equipment
$PWR → Grid modernization & transmission
$GEV → Grid technology & power generation
$NVT → Electrical connections & protection
$FIX → Mechanical & electrical infrastructure
$EME → Data-center construction & building systems
$STRL → Infrastructure construction & data-center site development
$ANET → High-performance AI networking
$NVTS → Power conversion technology
$ON → Power semiconductors & intelligent sensing
$CEG → Nuclear power generation
$VST → Power generation & electricity supply
AI needs more than chips. It needs POWER. ⚡
The infrastructure race is heating up. 🚀
He who shapes power, data centers, chips and models into an economically feasible endpoint, disproportionately shapes AI/SI right now.
Why?
Power is THE binding constraint in AI/SI. Few really have it.
Data centers don’t work without power. This is not about promises of power tomorrow. Or forecasted power in 2028. Power TODAY.
Chips can’t operate profitably unless installed in a functional data center. If you can install chips, it’s because you’ve solved the power problem.
Models aren’t economically viable unless run on cost effective infrastructure which requires a functional data center with low input costs and reliable management. This can’t happen without power.
AI/SI ROI doesn’t pencil unless models generate profitable outputs which necessarily needs functional data centers as the critical input. Again, power.
Ergo, he who can shape data centers, chips and models together into a tightly coordinated stack is someone who has solved power.
Solving power allows you to disproportionately shape AI/SI right now.
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📈 +66% YTD | +280% SINCE 2024
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🚨 THE MARKET IS MISPRICING $SOFI.
Management has proven it can execute across different rate environments. So what justifies a 50% drawdown?
Has the business deteriorated, or is this an emotional selloff creating a generational buying opportunity?
The fundamentals and stock e same story.
Management has proven it can execute across different rate environments. So what justifies a 50% drawdown?
Has the business deteriorated, or is this an emotional selloff creating a generational buying opportunity?
The fundamentals and stock e same story.
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📈 +66% YTD | +280% SINCE 2024
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📈 +66% YTD | +280% SINCE 2024
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🚨 80–90% of active funds underperform the S&P 500.
Yet wealth managers charge $10K/year on a $1M portfolio, even when you LOSE money.
My community? Just $2/month.
📈 +66% YTD | +280% since 2024
Pay less. Invest smarter. 👇
Yet wealth managers charge $10K/year on a $1M portfolio, even when you LOSE money.
My community? Just $2/month.
📈 +66% YTD | +280% since 2024
Pay less. Invest smarter. 👇
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LongGameEquity retweeted
🚨 THE NEXT MEGA-TREND IS HERE. 🤖
Humanoid robots. Physical AI. Automation.
5 stocks positioned to win big. 🧵👇
1/ $AMZN — AMAZON 📦
Amazon is already operating one of the world’s largest robotics ecosystems. Its warehouses use autonomous robots, robotic arms and AI-powered ent becomes increasingly automated, Amazon could be a major beneficiary.
Humanoid robots. Physical AI. Automation.
5 stocks positioned to win big. 🧵👇
1/ $AMZN — AMAZON 📦
Amazon is already operating one of the world’s largest robotics ecosystems. Its warehouses use autonomous robots, robotic arms and AI-powered ent becomes increasingly automated, Amazon could be a major beneficiary.
7
3
46
5,105
📈 +66% YTD | +280% SINCE 2024
See my portfolio 👇
🔹 Buy & sell alerts
🔹 Personalized portfolio reviews
🔹 In-depth investment research
🔹 Early access to announcements + DMs
👇 Join the community
x.com/LongGameEquity…
See my portfolio 👇
🔹 Buy & sell alerts
🔹 Personalized portfolio reviews
🔹 In-depth investment research
🔹 Early access to announcements + DMs
👇 Join the community
x.com/LongGameEquity…
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📈 +66% YTD | +280% SINCE 2024
See my portfolio 👇
🔹 Buy & sell alerts
🔹 Personalized portfolio reviews
🔹 In-depth investment research
🔹 Early access to announcements + DMs
👇 Join the community
x.com/LongGameEquity…
See my portfolio 👇
🔹 Buy & sell alerts
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Unpopular opinion: $KO has ZERO moat.
I tried one of Aldi’s off-brand colas, and I can’t taste the difference.
The kicker? Just $4 for a 12-pack when Coke is normally $7+.
What exactly are we paying the Coke premium for? 😂
I tried one of Aldi’s off-brand colas, and I can’t taste the difference.
The kicker? Just $4 for a 12-pack when Coke is normally $7+.
What exactly are we paying the Coke premium for? 😂
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LongGameEquity retweeted
MARKET OPEN MONDAY 🚨
BREAKING: President Trump spoke with Israeli Prime Minister Netanyahu today as the US prepares to resume bombing Iran, per WSJ.
The Trump Administration has also warned Arab Gulf states to prepare for a "short and intense" military campaign after the November 3rd Midterm elections.
Today marks 245 days since the Iran War began.
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📈 66% YTD. After two straight RED days, I’ll still take it all day!
I’m focused on QUALITY and fundamentals, not chasing hype at the top.
That’s why I bought 100 shares of $AMZN at $228. 💰
Want to play the LONG GAME? Link in the comments. 🚀
I’m focused on QUALITY and fundamentals, not chasing hype at the top.
That’s why I bought 100 shares of $AMZN at $228. 💰
Want to play the LONG GAME? Link in the comments. 🚀
📈 BACK TO +74% YTD | +290% SINCE 2024 🔥
Posting my ENTIRE updated portfolio tomorrow for subscribers. 👀
🔹 Buy & sell alerts
🔹 Personalized portfolio reviews
🔹 In-depth investment research
🔹 Early access to announcements + DMs
👇 Link in the comments
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LongGameEquity retweeted
🚨 Hyperscaler growth rates have been absurd as AI demand surges. 🚨
🧵 Here are the top 4 hyperscalers' growth rates 👇
1/ $GOOGL - Alphabet
🔹$15.16B -> $30.7B (+102.6% YoY)
🧵 Here are the top 4 hyperscalers' growth rates 👇
1/ $GOOGL - Alphabet
🔹$15.16B -> $30.7B (+102.6% YoY)
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