I finally joined last week!

@optimism
@BlokchainB

They look unbeatable!

I think I jinxed them

When NYT writes a puff piece about you, you are doing something wrong

When NYT endorses, you are doing something wrong

Always like re-reading or skimming this essay once a year

and yet you recommended passing on them

You concluded pass on construction companies in your post

They have too much overhead, margins are thin

Perplexity:
Here’s a practical ranked watchlist by AI exposure, focused on where the article suggests the durable money may flow.

Highest-conviction AI infrastructureHighest-conviction AI infrastructure

1. TSMC — probably the cleanest “picks-and-shovels” exposure if AI chip demand keeps rising, since the article points directly to manufacturing strain and capacity pressure.https://ppl-ai-file-upload.s3.amazonaws.com/web/direct-files/attachments/80009512/003667cb-5595-46ae-bebb-bf6f6e01deb4/Who-Owns-the-Future-of-AI.pdf
2. NVIDIA — still the most direct beneficiary of AI compute spend, though the trade is more crowded and valuation-sensitive than in earlier phases.
3. Broadcom — attractive if you want exposure to AI networking, custom silicon, and infrastructure rather than just GPUs.
4. Arista Networks — benefits from the data-center networking buildout that follows AI cluster expansion.
5. Micron — memory demand can become a second-order winner when AI deployments scale.

Cloud and platform layerCloud and platform layer

6. Amazon / AWS — the article suggests AWS is regaining importance in the AI race, so Amazon has become a more credible AI infrastructure owner again.https://ppl-ai-file-upload.s3.amazonaws.com/web/direct-files/attachments/80009512/003667cb-5595-46ae-bebb-bf6f6e01deb4/Who-Owns-the-Future-of-AI.pdf
7. Microsoft — still strategically strong because of its AI distribution and enterprise reach, though the article’s tone suggests the “winner-take-most” thesis is less clear than it was a year ago.
8. Alphabet — worth watching because of AI research strength plus cloud and advertising integration, but execution risk remains.

Secondary beneficiariesSecondary beneficiaries

9. Vertiv — data-center power, cooling, and thermal management can compound as AI clusters grow.
10. Eaton — electrical infrastructure and power distribution are underrated AI beneficiaries.
11. GE Vernova — if AI data centers keep driving incremental power demand, utility and grid buildout names can matter more.
12. Super Micro Computer — a high-beta play on AI servers, but more volatile and operationally risky.

Higher-risk private-market signalsHigher-risk private-market signals

13. Anthropic — the article frames it as the presumptive front-runner in model competition, but it’s private, so most investors can only access it indirectly through partners and infrastructure suppliers.https://ppl-ai-file-upload.s3.amazonaws.com/web/direct-files/attachments/80009512/003667cb-5595-46ae-bebb-bf6f6e01deb4/Who-Owns-the-Future-of-AI.pdf
14. OpenAI — still a major force, but the article hints that growth may be normalizing, and the company’s structure adds governance complexity.https://ppl-ai-file-upload.s3.amazonaws.com/web/direct-files/attachments/80009512/003667cb-5595-46ae-bebb-bf6f6e01deb4/Who-Owns-the-Future-of-AI.pdf
15. SpaceX-related compute partnerships — interesting strategically, but not a straightforward public equity theme; the article mentions SpaceX renting compute to Anthropic, which is more of a signal than a direct investment path.https://ppl-ai-file-upload.s3.amazonaws.com/web/direct-files/attachments/80009512/003667cb-5595-46ae-bebb-bf6f6e01deb4/Who-Owns-the-Future-of-AI.pdf

How I’d rank the themeHow I’d rank the theme

If I had to simplify it, I’d group the opportunity like this:

The key takeaway is that the article supports owning the infrastructure behind AI more strongly than trying to predict which chatbot brand wins outright.https://ppl-ai-file-upload.s3.amazonaws.com/web/direct-files/attachments/80009512/003667cb-5595-46ae-bebb-bf6f6e01deb4/Who-Owns-the-Future-of-AI.pdf

Would you like a version narrowed to only large-cap stocks, or a more aggressive list including mid-cap names?

For a more aggressive AI basket, I’d tilt toward higher-beta names that can move sharply if AI spending stays hot.

Aggressive AI namesAggressive AI names

• Super Micro Computer — very direct AI server exposure, but execution and margin risk are real.
• AMD — strong upside if it keeps taking share in AI accelerators and inference.
• Arista Networks — benefits from AI data-center networking growth, with better quality than many high-beta peers.
• Micron — a cyclical memory play that can outperform if AI demand tightens supply.
• C3.ai — much riskier, but can pop hard on sentiment shifts around enterprise AI adoption.
• BigBear.ai — pure speculation more than fundamentals, but it’s one of the more aggressive public AI trades.
• Serve Robotics — a small-cap AI/automation story with much higher volatility.

More speculative angleMore speculative angle

If you want the most aggressive approach, I’d focus on:

• Semis with AI leverage: AMD, Super Micro, Micron.
• Network bottlenecks: Arista.
• Small-cap sentiment names: C3.ai, BigBear.ai, Serve Robotics.

How to size itHow to size it

A more aggressive AI basket usually works better as a small sleeve rather than a core holding. The risk is that these names can fall hard if AI capex slows, margins compress, or the market rotates away from the theme.

A simple aggressive split could be:

• 40% semis.
• 30% AI infrastructure.
• 30% speculative small caps.

I’d keep the speculative names smaller than the infrastructure names, because the volatility is much higher.

I didn't see many kids on the Norwegian Dawn

Have you taken a cruise to Alaska? Sounds like Princess or Holland America are best for Alaska

Most stoners will be too lazy to use the app and scan QR code

NCL has lots of activities for kids including arcade, I was tempted to play in the arcade but decided against it lol

I met 2 passengers who were Diamond or Sapphire members, they were very happy with NCL

Yes, I prefer zero days at sea

What is your preference?

NCL has zero day at sea voyages

I have been to one cruise, first one on May 3

Do you have a brand preference?

@SimpleStacker
@realBitcoinDog

or never

sounds like princess or Holland America

zero days at sea?

which voyage do you recommend?