Jun. 21 at 6:34 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:
2030+: BUILD THE FUTURE
Space:
$RKLB $ASTS $LUNR
Quantum:
$IONQ $QBTS RGTI
The AI investment narrative is expanding beyond today’s compute and memory cycle into a 2030+ vision, where space and quantum computing represent the next frontier of long-term innovation.
In Space, RKLB, ASTS, and LUNR represent early commercialization in launch services, satellite connectivity, and lunar exploration—essentially building low-cost space infrastructure and global connectivity systems.
In Quantum, IONQ, QBTS, and RGTI represent different approaches to quantum computing, still in early-stage validation and experimentation. If successful, they could redefine the limits of computational power.
The key shift: AI is evolving from improving digital efficiency to expanding physical boundaries and redefining computation itself.
in the 2030+ era, do you prefer the more commercialized Space theme or the earlier-stage Quantum computing plays?
