⚡ LIGHTNING ROUND

⚙️ AMD’s Wake-Up Call: The stock didn’t rise on hype, it rose because AMD bought its seat in the AI infrastructure boom.

💥 Missed It? Good: Chasing spikes is how you lose. Sitting out means you’re early to what’s next.

🧠 The Real Winners: Not GPU giants but the builders powering them: data centers, memory, power, and cooling.

💸 Follow the Flow: AI capex is set to double by 2026. Every dollar to chips sends ten downstream.

🚀 Your Next Move: Build your “AI picks-and-shovels” list now.

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WEEKLY WISDOM

INVESTING TIPS & OPPORTUNITIES

You Missed AMD. Good.

AMD’s stock just shot up like a firework.

One deal.

That’s all it took.

A multi-year pact with OpenAI, including performance warrants that could give OpenAI nearly 10% of AMD if they hit certain milestones.

Translation: OpenAI just bet its future chips on AMD.

And Wall Street followed.

The stock surged 20%+ in a day, adding tens of billions in market value overnight.

That’s not a rally, that’s a wake-up call.

Because what investors finally realized is this:

AMD didn’t just make chips.

They bought a ticket into the AI industrial revolution.

The gut punch

If you’re reading this, you probably didn’t buy AMD at $90.

You watched it climb.

You told yourself, “I’ll wait for a pullback.”

Now it’s up 100%, and you feel like you missed the train again.

You’ve seen this movie before — Nvidia, Tesla, Bitcoin.

You always arrive just a bit too late.

And that’s infuriating.

You work hard. You save. You’re not stupid.

But every time the next big thing hits, it feels like you’re playing catch-up to someone who had the map before you even knew there was treasure.

So yeah, it stings.

But here’s the truth: missing AMD might be the best thing that could’ve happened to you.

The opportunity everyone else will see… six months from now

Because AMD’s rise isn’t the story.

It’s the signal.

The signal that AI isn’t just a tech trend but a global infrastructure rebuild.

Every AI model trained, every chatbot query answered, every autonomous system powered, they all demand one thing: massive compute power.

And to build that power, the world needs more than GPUs.

It needs:

• Data centers that can cool megawatts of heat.

• Networking gear that moves petabytes at light speed.

• High-bandwidth memory that feeds GPUs without choking.

• Power systems that don’t melt under load.

That’s the next wave.

The picks and shovels of the AI gold rush.

And right now, those companies are still trading like the world hasn’t noticed them yet.

The pivot from frustration → control

So instead of trying to chase the hype, here’s the move:

Start watching where the money is flowing, not where the headlines are.

Follow the build-out.

Every major cloud provider (Amazon, Microsoft, Google) is doubling capex on AI data centers through 2026.

That money doesn’t all go to NVIDIA and AMD.

It spills down the chain.

Into semiconductors.

Into power suppliers.

Into optical networking.

Into cooling and energy infrastructure.

That’s where fortunes get made quietly, before CNBC catches on.

The one piece of advice to act on today

Here’s what you can do right now.

Build a “second-layer watchlist.”

Take the AI companies everyone talks about (AMD, NVIDIA, etc.).

Then write down the 5–10 businesses that enable them to function.

Suppliers. Fabricators. Data-center operators. Power specialists.

Dig into those balance sheets, margins, and upcoming earnings.

You’ll start spotting patterns, small names sitting on massive demand tailwinds.

That’s where the next 10x returns live.

The pros aren’t guessing. They’re following the infrastructure spend.

Now you can too.

Because yes, you missed AMD.

But that means you’re early to everything else that comes next.

And in investing, early is always better than perfect.

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The content provided in this newsletter is for informational purposes only and should not be considered as specific advice for any specific individual. The information is prepared by knowledgeable individuals and is not written by certified tax professionals or investment advisors. For personalized advice tailored to your unique financial situation, consult with a qualified tax professional, financial advisor, or attorney.