The next 5-10 years will RETIRE you. MILLIONAIRES will be made from...
Justin Banks@RealJGBanks
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May 30, 2026
~1 min read
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The next 5-10 years will RETIRE you.
MILLIONAIRES will be made from the AI super cycle build out.
Here’s how I and those following me will position:
2026–2027: AI Infrastructure Boom
Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.
AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN
2028–2030: The Power Bottleneck
It becomes a grid, power, copper, uranium, and domestic supply chain story.
Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO
2030+: The Application Layer
Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY
I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.
MILLIONAIRES will be made from the AI super cycle build out.
Here’s how I and those following me will position:
2026–2027: AI Infrastructure Boom
Money floods into chips, memory, networking, photonics, data centers, cooling, and compute capacity.
AI Chips: $NVDA $AMD $AVGO $MRVL $INTC
Memory: $MU $SNDK $WDC
Photonics: $GLW $AAOI $NVTS
AI Infrastructure: $VRT $SMCI $DELL $NBIS $IREN
2028–2030: The Power Bottleneck
It becomes a grid, power, copper, uranium, and domestic supply chain story.
Grid: $ETN $PWR $HUBB $VRT
Electrification: $GEV $TE $ALB $SQM
Copper: $FCX $TECK $SCCO
Rare Earths: $MP $CRML $USAR $TMRC
Nuclear: $UUUU $SMR $OKLO
2030+: The Application Layer
Robotics: $TSLA $SERV $SYM
Autonomy: $ACHR $JOBY
Defense: $LMT $PLTR $KTOS $AVAV
Space: $RKLB $ASTS $LUNR $PL $BKSY
I’m trying to help you position and become a MILLIONAIRE. I will make sure it happens.