$INFRA - Energy and infrastructure will see massive demand from AI data center buildout, creating a multi-year opportunity in energy production and data center construction.
$AMZN - Amazon and Google will consolidate power as they're at the forefront of AI infrastructure spending and data center development.
$GOOGL - Google is at the forefront of AI infrastructure spending and will benefit from capital concentration in tech giants.
$BTC - Bitcoin has found its bottom around $60K and selling at these levels would be a generational mistake looking out 10 years.
$URANIUM - Uranium will be critical for powering the next stage of energy production, especially in Europe, benefiting from both AI energy demand and geopolitical shifts.
Bearish:
$RETAIL - Entry-level workers and recent college graduates face immediate employment crisis from AI displacement, reducing consumer spending power.
$CONSULTING - Traditional consulting and business analyst roles at firms like McKinsey, BCG, and Bain are most threatened by AI automation.