When Project 2025 talks about the use of USSOCOM they mean special operation forces & the 4th psychological operations (#PSYOPs).
This is how you topple nations from within.

Thought Exercise: What if "winning the AI race" had nothing to do with the American economy.

What if the intent was to acquire the compute power necessary to conduct individualized #PSYOP campaigns and topple half of the planet...

Missile production push runs into solid rocket motor bottleneck spacenews.com/missile-production-push-runs-into-solid-rocket-motor-bottleneck

$VOYG The Voyager American Defense Complex in Pueblo, Colorado, was specifically designed to alleviate the US missile industry's solid rocket motor bottleneck

Just a picture of the secrets to making fast money in trading

How my application entirely coded with claude runs 😂

Your brain 🧠 did the work. So you got what you wanted

$OKLO – Strengthening the Infrastructure & Nuclear Narrative
Nuclear energy infrastructure remains one of my strongest themes.
OKLO is a leading player in advanced fission with its Aurora powerhouse — a fast reactor designed for inherent safety, fuel efficiency, and rapid deployment.

The chart shows a powerful multi-month uptrend followed by healthy consolidation around the $57 level after reaching highs near $168. Volume profile and structure suggest buyer interest on dips, with significant long-term upside potential on execution.

Key Catalysts:
• Progress with DOE agreements and NRC licensing for the Aurora reactor
• Focus on powering AI/data centers with reliable, carbon-free baseload energy
• Recent regulatory milestones and manufacturing advancements
• Strategic partnerships (including international collaboration)

At current levels, OKLO represents a high-conviction play in the next-generation nuclear space. The race for scalable, economical clean power is accelerating — and companies like Oklo are well-positioned.
This aligns directly with the infrastructure narrative I’ve been following. Watching this setup closely.

What’s your take on OKLO?

#OKLO #NuclearEnergy #Infrastructure #SMR #CleanEnergy

$IMSR Infrastructure has been one of my core narratives for the past few months. Advanced nuclear, particularly next-generation reactors like Terrestrial Energy’s IMSR, fits perfectly into that thesis.
The IMSR was designed to solve nuclear’s biggest issue: cost. High-temperature, low-pressure molten salt technology delivers inherent safety and a fundamentally better economic structure. As the Wall Street Journal notes, the winners in the clean energy race will be both clean and highly economical.

Technical View

IMSR is consolidating around $7.20–$7.50 after earlier strength. Holding key support with active volume on up days. Potential recovery toward $12–$15 if momentum returns, with much higher upside on successful commercialization.

Why It Matters

• Fleet deployment of small modular reactors is the real race.
• Surging power demand from AI/data centers needs reliable, carbon-free baseload.
• Strong policy tailwinds globally.
This is a high-conviction infrastructure bet at current levels. Watching closely.

What’s your view on advanced nuclear plays?

#IMSR #NuclearEnergy #Infrastructure #CleanEnergy

Talking about $FCEL - Green hydrogen continues to be a critical piece of the clean energy infrastructure thesis I’ve been following. FuelCell Energy appears attractive here on the weekly chart after a strong recent move and healthy consolidation.

The company develops and manufactures fuel cell systems that produce clean electricity and hydrogen, positioning it well in the decarbonization of hard-to-abate sectors — including the very Power-to-Liquid processes highlighted in recent developments like Twelve’s AirPlant.

Technical View

• Consolidating around the $17 level after a sharp recovery
• Volume supporting the recent upside
• Structure remains constructive within the broader uptrend
With growing demand for green hydrogen in industrial applications, e-fuels, and energy storage, FCEL offers leveraged exposure to the next phase of the energy transition.

This aligns directly with my infrastructure and clean energy narrative. Watching closely for continuation.

What’s your view on FCEL?

#FCEL #GreenHydrogen #CleanEnergy #Infrastructure

For trillionaires, Earth is only the beginning

Latin America Holds the Minerals the World Wants 🌎⛏️

The region is already critical to global supply

🇧🇷Brazil dominates niobium

🇨🇱Chile leads in rhenium and lithium

🇵🇪 Peru is a major silver producer

🔸Chile and Peru are central to copper

🔸Brazil holds major graphite and rare earth resources

🇧🇴Bolivia stands out in antimony and tin

This matters because the next industrial cycle needs more

🔹 Copper for grids
🔹 Lithium for batteries
🔹 Silver for solar
🔹 Rare earths for motors and defence
🔹 Graphite for energy storage
🔹 Niobium for high-performance steel

Latin America is not just a commodity region

It is becoming one of the world’s most important strategic resource hubs

“US-Iran deal is expected to be signed”

Israel:

The USA is starting to lose the AI race in the only metric that matters now:

speed.

America has the talent, labs, capital, chips, and ambition to win. But it keeps wrapping the most important technology in human history in fear, paperwork, committees, and political theater.

Meanwhile, rivals are optimizing, deploying, copying, scaling, and moving.

You don’t win the AI race by asking permission from people who are terrified of the future.

Free the labs. Build the compute. Deploy the models. Let builders build.

Full acceleration is the only sane strategy.

🌐 THE FUTURE ECONOMY -> mapped
Forget the headlines. Here's the infrastructure the next decade actually runs on, and the names building each layer 🧵👇

💡 PHOTONICS - light replaces copper
$CRDO · $SIVE · $AAOI
The interconnect bottleneck of AI. Every GPU cluster moving from electrons to light.

🔷 GLASS & OPTICAL MATERIALS - the substrate light runs on
$GLW · $LPTH · $LPKF
The fiber that carries the signal, the infrared optics that shape it, the glass cores going into advanced packaging.

⚙️ AI INFRASTRUCTURE - the compute buildout
$IREN · $NBIS · $DGXX
Power, data centers, neoclouds. The physical backbone of the AI economy.

📡 CONNECTIVITY & RF - moving the signal
$AMPG
Re-shored 5G and the RF signal chain. The certified domestic alternative for 5G networks, SATCOM, and defense.

🤖 PHYSICAL AI - intelligence that acts
$OUST · $AMBA · $KRKNF
The eyes, the brain, and the body. AI moving into the real world.

🛸 AUTONOMY & DRONES - machines that operate themselves
$ONDS · $AUR · $MRLN
Aerial drones, driverless freight, autonomous flight. The re-shored defense and logistics layer.

⚡ ENERGY & STORAGE - powering the buildout
$TE · $EOSE · $SPKL
Domestic solar, long-duration grid storage, and short-duration data-center backup. The full duration stack.

🪨 CRITICAL MINERALS - the hard constraints
$MP · $UAMY · $ASPI
Rare earths, antimony, nuclear fuel. The materials China controls that the West must re-shore.

🚀 SPACE - the orbital economy
$ASTS · $RKLB · $PL
Direct-to-cell satellites and the launch backbone.
The thesis in one line: own the chokepoints and physical inputs the digital economy can't function without.

The screens get the attention. The infrastructure gets the returns.

🚨 The Top 20 future-focused ASYMMETRIC setups dominating the AI + Space + Nuclear + Autonomy chokepoint trade. 🔥

These aren't yesterday's winners.✅
These are tomorrow's compound machines.✅

Here's the full institutional stack:

🥇 1/ $SIVE / $SIVEF - The Photonics Chokepoint
Sole-source CW DFB lasers for ALL leading CPO winners (Ayar, Celestial, Lightmatter, $POET).
→ U.S.-Sweden TPD signed May 22
→ MSCI Sweden Small Cap inclusion May 29
→ Customers ramping production simultaneously 2026-2028
Architecturally unique. Multi-customer locked. Pricing power compounds.

🥈 2/ $IREN - AI Power + Compute Vertical Integration
$NVDA holds $2.1B warrants at $70 strike (above current price).
→ $9.7B Microsoft + $3.4B NVIDIA + $5.8B Dell signed
→ 5GW global power secured (NA + Europe + APAC)
→ Owns power AND data centers (vertical moat)
Market still calls it a "Bitcoin miner." Repricing imminent.

🥉 3/ $EOSE - Long-Duration Storage Bottleneck
Non-flammable zinc chemistry lithium can't replicate at hyperscale data centers.
→ Cerberus 32% holder + extended lock-up YE 2026
→ $24.3B pipeline (+56% YoY), $644.6M backlog
→ Frontier Power USA structure + $1.5B Ariel Green insurance
The ONLY genuine 🟢 in the entire 800V power trade.

⚛️ 4/ $IONQ - Quantum Institutional Anchor
Q1 revenue +755% YoY. RPO $470M (+554% YoY).
→ Missile Defense Agency SHIELD IDIQ contract
→ AWS + Azure + Google Cloud directly integrated
→ SkyWater acquisition = vertical chip integration
Defense + commercial + cloud all anchored simultaneously.

🚀 5/ $RKLB - Space Launch + Infrastructure Compound Machine
Backlog $2.2B (doubled YoY). Q1 revenue $200M record.
→ DoD $190M HASTE 20 hypersonic flights
→ Confidential customer: 5 Neutron + 3 Electron through 2029
→ Motiv Space Systems acquisition (Mars-proven robotics)
Trump Golden Dome tailwind. Vertical aerospace platform.

📡 6/ $ASTS - Space-Cellular Direct-to-Device Chokepoint
~3,900 patents + 1,100 MHz tunable MNO spectrum = irreplaceable IP.
→ 60 MNO partners covering 3B+ subscribers
→ $1.2B contracted revenue commitments
→ FCC commercial authorization received
Direct-to-device from space. Spectrum + IP combination impossible to replicate.

🔬 7/ $AAOI - Optical Transceiver Hyperscaler Anchor
Q1 revenue +51% YoY. Vertical integration laser→transceiver.
→ $200M single 1.6T transceiver order
→ $324M+ backlog with hyperscaler anchors
→ Mediacom DOCSIS 4.0 multi-year partnership
U.S. manufacturing scale (CHIPS Act aligned). 1.6T ramp H1 2027.

⚗️ 8/ $ASPI - Multi-Vertical Isotope Picks-and-Shovels
Proprietary Aerodynamic Separation Process tech across multiple verticals.
→ Fermi America 11 GW HyperGrid Texas
→ European reactor MOU May 11, 2026
→ HALEU + medicine + helium + LNG + quantum isotopes
Sells enrichment tech to whoever wins. Doesn't need to pick reactor winners.

☢️ 9/ $IMSR (Terrestrial Energy) - Nuclear "No HALEU" Advantage
Standard LEU fuel = supply chain MOAT vs every Generation IV competitor.
→ Riot Platforms MOU for data center co-located nuclear
→ 7.8 GW aggregate pipeline (~10 IMSR Plant projects)
→ NRC PIE Topical Report approved May 12
The reactor that's already solved fuel supply other reactors can't.

🛡️ 10/ $ONDS - Defense Drone Inflection
Q1 revenue +1,065% YoY. FY26 guide raised to $390M+.
→ $457M backlog stacking
→ Defense rail + autonomous drones dual exposure
→ DoD-aligned positioning at scale
Real revenue inflection at sub-$2B mcap.

🧠 11/ $PENG - AI Inference Memory Bottleneck
AI-driven biz >60% of H1 FY26 revenue (+50% YoY).
→ Integrated memory $308M (+53% YoY)
→ MemoryAI CXL-based KV cache servers deploying
→ Nokia exec David Heard joins board May 18
Memory is the inference bottleneck. PENG owns the layer.

🤖 Everyone's crowding into the AI software trade.

The asymmetric money is in the PHYSICAL layer - the chips, eyes, magnets, and motors that let AI act in the real world.

Robots can't run on vibes. Here's the stack that builds them - asymmetric setups up top, anchors at the base.

━━━━━━━━━━
⚡ THE ASYMMETRIC SETUPS
(small-cap chokepoints — multiple-X potential if the theme delivers)
━━━━━━━━━━

🧠 BRAIN - Edge Compute
$CEVA - IP royalty toll, 87% margins, 2.1B devices shipped
$AIP - on-chip "highway" (NoC); 90% margins, royalties +67%, founder owns ~32%
$AMBA - edge-AI vision SoC; Hanwha LTA $800M+ over 10 yrs in robotics & automation

👁️ EYES - Perception
$OUST - digital lidar, +49% rev, NVIDIA-qualified
$AEVA - FMCW 4D lidar, +90% rev; exclusive long-range supplier for Daimler's autonomous trucks

💪 MUSCLE - Magnets (the motor chokepoint)
$USAR - first U.S. NdFeB magnet production live, scaling to 1,200 MTPA by 2027. China controls ~90%

⛏️ FEEDSTOCK - Upstream Supply
$MP - domestic rare-earth mine-to-magnet; the raw input the chokepoint runs on

🦾 BODY - Embodiment
$KRKNF - the rare profitable robotics name (adj. EBITDA+); +35% rev, $615M Covelya deal closing Q2
$RR - service humanoids, Jetson Thor + Isaac Sim trained
$SERV - autonomous delivery, Uber + NVIDIA backed
$PDYN - embodied-AI software for industrial robots + drone swarms

🛸 AUTONOMY - Air & Ground
$ONDS - autonomous drones, $457M backlog
$RCAT - tactical defense UAS, NDAA-aligned
$AUR - autonomous trucking, driverless freight live in Texas

⚡ POWER - The Nervous System
$NVTS - GaN/SiC power chips; NVIDIA partnership, pipeline doubled to $2.4B. Efficiency is the constraint as robots scale.

━━━━━━━━━━
🏛️ THE ANCHORS
(own the theme durably - not asymmetric, but they can't lose the war)
━━━━━━━━━━
$NVDA - Isaac GR00T + Jetson Thor; the OS every robot trains on
$TSLA - Optimus; the only one with the scale to brute-force mass production
$TER - industrial automation + cobots
$QCOM - Dragonwing edge platform; the fleet's connectivity layer
$ARM - the IP tax inside nearly every edge chip
$POWI - established high-voltage power; the profitable power anchor
$ISRG - surgical robotics; the proven, profitable category leader

The asymmetric upside is in the chokepoints capital can't replicate - IP, perception, magnets. The anchors are how you own the theme while you wait.

The robots are coming. Own the parts inside them.

⚠️ Counter-thesis: most of the asymmetric layer is pre-profit, and the real revenue inflection is 2027+. Patient, multi-year bet - size accordingly.

🚨10 ASYMMETRIC NAMES BEFORE THEY GO LARGE-CAP 👇

The trillion-dollar AI names ran. The asymmetry is one tier down -> same chokepoints, still small enough to move.

🟠 $CIFR - bitcoin miner turned AI data center; $3B+ contracted with AWS, Google & Fluidstack
🔵 $ONDS - drone autonomy with real Army contracts and a fast-growing backlog
🔵 $PENG - AI memory + infrastructure; guidance raised, analyst targets climbing
🔵 $OUST - lidar perception; every autonomous machine needs eyes
🔵 $KRKNF - subsea defense robotics, the Anduril of the ocean floor
🟢 $EOSE - grid-scale zinc storage; domestic, non-lithium, contracted
🟢 $AMBA - edge AI vision chips as inference moves onto the device
🟢 $AMPX - silicon-anode batteries powering the drone & UAS buildout
🟢 $DGXX - owns the full stack: power → data center → GPUs; $35M Vera Rubin order
🟡 $SIVEF $SIVE - the lasers that move data inside AI clusters; early, real tech, real risk

The giants get the headlines. The runway lives one tier down.

Which is most underpriced?

The bears keep asking "what if AI demand slows?"

Jensen just answered with $40B of his own balance sheet.

You don't fund the whole supply chain for something you think is ending. 🔥

💡Everyone's crowding the obvious AI names. The real asymmetry is one layer down 👇

⚡ $DGXX - POWER
Just locked a $1.1B Cerebras deal (up to $2.5B over renewals) for a 40MW AI campus. And it OWNS the land, the substation, and the grid interconnection - vertical integration almost no micro-cap has. Debt-free with $100M+ liquidity, self-funding the buildout. AI can't run without power, and DGXX secured 200MW+ of it across the US.

🔬 $TRT - TEST
Every AI chip has to be burned-in and stress-tested before it ships — and TRT does exactly that. A $160M micro-cap that just landed ~$7.8M in orders for a next-gen AI GPU platform. 9-month revenue nearly DOUBLED ($26M→$48M) and it swung to an operating profit. New Malaysia facility coming online to scale capacity. Nobody's looking here.

☁️ $BRUN - COMPUTE
An NVIDIA Preferred Cloud Partner — and the rare neocloud that's FCF-positive. $940M already contracted with the majority in production, scaling to $375M+ in recurring revenue. 6 data centers live, 5 more coming, 125MW+ capacity. The shovel everyone's renting to build AI.

📡 $HLIT - the QUIET CRUSHER
Everyone writes it off as boring. Then it posted +43% broadband revenue, blew past its own guidance, and grew backlog 87% to $582M. Beat EPS by 44%, threw off $30M in free cash flow, and RAISED full-year guidance. Now selling its video unit for $145M to become a pure-play broadband compounder. Profitable, cheap, and accelerating.

Power. Test. Compute. Cash.
Everyone watches the giants. I watch the layer that feeds them. 👀

Which one's the sleeper?

The AI Buildout Has Twelve Floors. Most Investors Only See a Couple.

Most people think the AI buildout is just a couple of stocks – Memory, CPU, GPU, NeoClouds, Photonics..

$SNDK, $MU, $ARM $INTC, $AMD, $NBIS, $LITE, $AAOI, $TSEM, $SIVE

The reality is there’s so much more to it..