May. 31 at 7:39 PM
5 names I think sit in the long-duration “wealth creation” bucket into 2030 if their narratives play out:
$ASTS – space-based connectivity, direct-to-device could be a structural telecom shift
$NBIS – AI data center infrastructure layer, riding compute demand expansion
$IREN – AI compute + energy-linked infrastructure exposure, high beta to AI cycle
$OUST – lidar + sensing for robotics and autonomy, still early in adoption curve
$AAOI – optical transceivers, levered to AI bandwidth + datacenter buildout
Not guarantees, just asymmetric setups tied to real infrastructure shifts. These are the kinds of names that can rerate hard if execution matches narrative.
