Stock D retweeted
Space and Robotics have been destroyed.
We've got $ASTS at yearly lows, $PL down 71% from May highs, $RKLB down 63%.
And we've got $OUST down 44% from June highs, $CCXI down 46%, and $SYM down 56%.
Has the market just forgotten that these are potentially the two next huge opportunities in the US?
Fundamentals almost always override macro fears over the long term. There's probably some nice opportunities here now.
Personally been long $OUST since $23.
Stock D retweeted
Stanley Druckenmiller:
“Sizing is 70% to 80% of the equation. …It’s not whether you’re right or wrong, it’s how much you make when you’re right and how much you lose when you’re wrong.”
Stock D retweeted
A 37-year-old man with a rare blood disease was being sent to hospice.
An AI model searched thousands of existing drugs and ranked a combination no one had tried for his condition.
He responded within a week. He is in remission.
The drugs were already on the shelf. The AI model found the match.
Stock D retweeted
Jensen Huang, $NVDA CEO, said that the next REVOLUTION is DIGITAL BIOLOGY.
10 biotech stocks that can 10x:
AI Drug Discovery:
$RXRX – AI + robotics drug discovery
$ABCL – AI antibody platform
$ABSI – Generative AI protein design
Gene Editing:
$CRSP – First approved CRISPR therapy
$NTLA – In vivo CRISPR leader
$BEAM – Base editing platform
Obesity / Metabolic:
$VKTX – Oral + injectable obesity drugs, Phase 3
Oncology / Immunotherapy:
$JANX – Tumor-activated T-cell engagers
$KYTX – CAR T for autoimmune diseases
Genomics:
$TXG – Single-cell + spatial biology leader
Which one are you watching? 👇
Stock D retweeted
NVIDIA CEO Jensen Huang said the “ChatGPT moment for general robotics” is coming.
The biggest winners may not be the robot makers.
They may be the companies building what’s inside the robot.
Robotics ecosystem:
• AI Brains → $NVDA $QCOM
• Sensors & Perception → $OUST $CGNX $ALGM $VPG
• Edge AI Inference → $AMBA $CEVA $LSCC
• Motors & Motion → $NJDCY $RBC $RRX $AME
• Precision Joints → 6324.T 6481.T $ALNT
• Power Electronics → $NVTS $TXN $WOLF $RNECY $IFNNY $STM $MPWR $ON
• Energy & Rare Earths → $ENS $MP $USAR $LYSCF $UUUU
If you’re interested in Physical AI and robotics, I shared my top 5 robotics stocks and a deeper dive here:
10xdisruptivestocks.substack…
Stock D retweeted
THE AI ECONOMY — 5 LAYERS
Layer 1 — Power & Energy
$GEV $VST $CEG $PWR $BWXT $CCJ $UEC $BE $VICR $NVTS $FCEL $FPS
Layer 2 — Compute & Semiconductors
$NVDA $AVGO $AMD $TSM $ASML $ARM $MU $MRVL $LITE $COHR $GLW $WDC $SNDK $AAOI $AXTI $AEHR $INTC $SKHY
Layer 3 — AI Infrastructure
$ORCL $DELL $VRT $NBIS $CRWV $IREN $APLD $HPE
Layer 4 — Intelligence & Models
$GOOGL $META $AMZN $SPCX
Layer 5 — AI Software & Applications
$PLTR $NOW $SNOW $NET $TSLA $GTLB $DOCN $FSLY
Stock D retweeted
Next wave of generational market winners is sitting inside this earnings momentum.
Top 10 stocks with strongest earning cycle.
1. $ONDS | Rapidly evolving into a full stack autonomous defense, counter UAS and ground-robotics platform. Q2 2026 revenue reached a record $83.8M, more than 1300% the prior year.
Stock D retweeted
🚨 $SPCX IS ABOUT TO CAUSE THIS STOCK TO GO UP MORE THAN 1,000%
Do not buy SpaceX... that's a retirement fund for billionaires.
Buy the companies SpaceX will NEED in order to survive in space.
Stocks like $RDW.
These are the exact stocks where opportunity for regular people form.
Right now it's repeating the same bull-flag it saw in 2024 before an expansion.
And this is happening while $SPCX is slowly improving.
This is the beginning of something insane.
Stock D retweeted
HOW I PLAN TO RETIRE EARLY FROM THE AI CYCLE IN 5 YEARS
This is the buildout. KEEP this.
Here’s how I’m positioning:
1. OWN THE COMPUTE
AI Chips: $NVDA $AMD
Foundries / Semi Equipment: $ASML $AMAT
Memory / HBM: $MU $SNDK
Networking / Connectivity: $CRDO $ALAB
Photonics / Optics: $LITE $AAOI
Edge AI: $QCOM $ARM
2. OWN THE INFRASTRUCTURE
Data Centers / AI Compute: $IREN $CIFR
Cooling / Thermal: $VRT
Servers / Hardware: $SMCI $DELL $HPE
Storage: $PSTG
GPU Cloud: $CRWV $NBIS
Digital Infrastructure: $EQIX
Cybersecurity: $CRWD $FTNT
3. OWN THE POWER
Grid Infrastructure: $PWR
Electrical Equipment: $NVT
Power Producers: $NEE
Gas / Turbines: $GEV
On-Site / Backup Power: $BE
Energy Storage: $EOSE
Nuclear: $OKLO
Uranium / Nuclear Fuel: $UUUU $CCJ
4. OWN THE RAW MATERIALS
Copper: $FCX
Critical Minerals: $ALB
Rare Earths: $MP
5. OWN THE PHYSICAL AI REVOLUTION
AI Applications: $PLTR $NOW
Robotics: $TSLA $SYM
Industrial Automation: $DE
Autonomy: $ACHR $JOBY
Drones: $AVAV $ONDS
Defense Tech: $KTOS
Space: $RKLB $ASTS
Quantum: $IONQ
AI Healthcare / Biotech: $TEM
Most people will chase whatever is already moving.
We will be positioning around what AI will require next.
Stock D retweeted
We crossed the seas, climbed the mountains, and kept going because we wanted to know what was out there.
We don’t know what we may find, but destiny is calling…
Stock D retweeted
Goldman Sachs just more than tripled its 2035 humanoid TAM to $138B while raising its unit forecast to 6.5M with warehouses and logistics expected to lead adoption.
That growth should pull demand through entire robotics stack:
• Foundry: $TSM, $GFS
• Sensing: $VPG, $NOVT
• Vision: $OUST, $AEVA, $INVZ
• Memory: $MU, $SKHY, $SNDK
• Humanoids: $TSLA, $XPEV, $CCXI
• AI Compute: $NVDA, $AMD, $ARM, $QCOM, $INTC
• Simulation & Training: $NVDA, $ADSK, $CDNS, $SNPS
• Semi Equipment: $ASML, $AMAT, $LRCX, $KLAC, $TER
• Power & Control: $NXPI, $STM, $ADI, $TXN, $ON, $MCHP, $MPWR
