Jun. 21 at 5:38 PM
Most investors are chasing the AI MEMORY BOOM.
I'm positioning for the entire AI BUILDOUT.
The next 10 YEARS AI buildout in phases:
2028–2030: BUILD THE POWER
Nuclear:
$UUUU SMR
$OKLO
AI Applications:
$CRM $NOW $SNOW
By 2028–2030, the AI narrative shifts from compute and infrastructure toward a dual theme: energy constraints and application monetization.
On the nuclear side, UUUU represents upstream uranium exposure, while SMR and OKLO focus on early-stage small modular reactors aimed at providing stable, low-carbon power for AI data centers.
On the application layer, CRM, NOW, and SNOW represent leading enterprise software platforms evolving from traditional SaaS into AI-driven business systems, transforming from tools into productivity amplifiers.
The key shift: early-stage gains come from building AI capacity, while the later phase may be driven by efficiency gains as AI embeds into enterprise workflows.
in the “power + application era,” do you prefer nuclear energy plays (UUUU/SMR/OKLO) or AI software leaders (CRM/NOW/SNOW)?
