Jul. 6 at 2:00 PM
You can 10x it by 2030 by doing 3 things:
Stay disciplined, stay early, and stay with winners.
Step 2 :You don’t need to own everything - in this tape, concentration beats diversification. Pick your strongest 2–3 and size them properly.
$DRAM (~61) - Pure AI memory/HBM cycle exposure across the entire storage stack
$AMD (~410) - Second-source AI compute gaining share in hyperscaler infrastructure
$ASTS (~85) - Direct satellite-to-device connectivity, massive global coverage expansion potential
$OUST (~51) - Digital lidar layer powering autonomy, robotics, and machine perception
$VPG (~123) - Precision sensing backbone for industrial automation + humanoid buildout
This is a structural theme basket - not short-term trades. The edge comes from selecting the right 2–3 names and letting macro adoption trends do the heavy lifting.
Next alert is coming soon.
If you’re not following with notifications on, you’re likely seeing the move after it already happened.
