HOW TO RETIRE FROM THE AI CYCLE IN THE NEXT 3-5 YEARS Keep this. Don’t lose it. I’m looking at everything AI will FORCE the world to build. This is how I believe the next decade gets built: 2026–2027 BUILD THE AI FOUNDATION Hyperscalers: $AMZN AI Chips: $NVDA $AVGO EDA / Chip Design: $SNPS Foundries / Equipment: $TSM $ASML Memory / HBM: $MU $SKHY Networking: $ANET $ALAB Photonics / Optics: $LITE $COHR Interconnect: $CIEN Edge AI: $ARM Data Centers / Compute: $IREN Cooling: $VRT Servers / Hardware: $DELL $SMCI Storage: $PSTG GPU Cloud: $CRWV Digital Infrastructure: $EQIX Data Center Construction: $FIX Cybersecurity: $CRWD 2028–2030 BUILD THE POWER & RESOURCES Grid Infrastructure: $PWR Electrical Equipment: $ETN Utilities / Interconnection: $AEP Power Producers: $VST Gas / Turbines: $GEV On-Site Power: $BE Energy Storage: $EOSE Nuclear: $OKLO Uranium / Nuclear Fuel: $CCJ Copper: $FCX Critical Minerals: $ALB Rare Earths: $MP 2030+ BUILD THE PHYSICAL AI ECONOMY AI Applications: $PLTR $NOW Robotics: $TSLA Industrial Automation: $ROK Autonomy: $GOOGL $MBLY Drones: $AVAV Defense Tech: $KTOS Space Economy: $SPCX $RKLB Quantum: $IONQ AI Healthcare: $TEM Most people will chase whatever is already moving. I’m positioning around what the world will be forced to build next.