TOP 3 SMALL–MID CAPS TO OWN BY SECTOR
HPC / AI Infra
$IREN – Bitcoin + AI Compute
$BITF – Mining → AI Transition
$CIFR – Quiet Hosting Giant
Quantum Computing
$IONQ – Leader in Quantum Hardware
$RGTI – U.S. Quantum Builder
$QBTS – Enterprise Quantum Play
Robotics /…
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My Path
This is the first hot market I have missed in 6 years I think.
I was gone on vacation for 1 month and really thought about the way I want to approach trading and my life path going forward.
__
The result:
I do not want to be actively trading anymore. I do not want the…
THE NEW MAG 7 OF AGENTIC AI
Stage one of AI was all about hardware -- servers, GPUs, and the scaffolding. Stage two is applications: embedding intelligence directly into the workflows, infrastructures, and physical systems that run trillion-dollar economies.
This is where true…
SEPTEMBER WORST MONTH IN 70 YEARS
If history repeats -- these Fibonacci levels could mark where the next pullback hits in growth stocks.
AI Hardware
• $NVDA -- $147
• $ARM -- $119
• $TSM -- $205
• $AVGO -- $248
• $AMD -- $145
AI Infrastructure
• $MSFT -- $475
• $AMZN…
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