This is NOT 2000 Dot Bomb! We actually have accelerating earnings and AI induced efficiency.
@bluechipdaily & I did a @TheROShowPod in Feb24. Are We In A Tech Bubble? Larry Tentarelli Ep.117
You can’t have a stock market bubble if earnings are growing faster than expectations, multiples are compressing, and companies are becoming more productive and profitable.
THE FUTURE ECONOMY – MAPPED Everyone’s arguing about which stock wins. 8 sectors – the infrastructure the next decade actually runs on PHOTONICS -> light kills copper $CRDO $SIVE $AAOI AI INFRASTRUCTURE -> the compute buildout $IREN · $NBIS $DGXX
12 companies built to grow revenue tremendously over the next three years. Not the mega-caps everyone owns. The layers underneath them, across compute, photonics, energy, physical AI and space. Growth rates below. Stay to the end for the part that actually matters: what you pay for it.
AI’s bottleneck is no longer chips. It is power, and the grid is tapped out. Gas turbines: backordered to 2030. Nuclear: a decade out. Solar plus storage: built in months. $TE builds both on US soil, and demand for its 2027 to 2028 output already exceeds everything it can make.
AI’s bottleneck is no longer chips. It is power, and the grid is tapped out. Gas turbines: backordered to 2030. Nuclear: a decade out. Solar plus storage: built in months. $TE builds both on US soil, and demand for its 2027 to 2028 output already exceeds everything it can make.
Multiples don’t re-rate when the business changes. They re-rate when the market finally rewrites the label. Fifteen names still filed under what they used to be: miner, SPAC, camera chips, satellite hardware. The business moved. The bucket didn’t. The gap between the label and the reality is the setup. RE-RATE WATCHLIST The market is often…
AI isn’t a sector. Crypto isn’t a sector. Software isn’t a sector. They’re one circuit, and the tickers are just where you plug in. Here’s the circuit: ENERGY feeds it: $BE $VST $TE Electrons are the raw material. Substations take years, so this is where the shortage lives. COMPUTE runs on it: $IREN $NBIS $CIFR…
