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Anthropic's coding lead and oligopoly position drive 10x sales growth into a multi-trillion AI market

Google's Gemini stays a top-3 model winner, justifying it as one of the firm's largest positions

NVIDIA rides 10x annual AI compute growth with the world structurally short on chips for years

Celestica goes from commodity contract maker to critical AI infrastructure with 50-60% Ethernet share

Uber turns AV demand aggregation into another trillion-dollar marketplace as ride costs fall and demand explodes

NVIDIA at 15x '27 / 12x '28 is a catch-up trade in the most dominant AI compute name; valuation undemanding.

Anthropic's revenue growth and product adoption mean AI corporate adoption is barely scratching the surface; bullish.

Japan, Korea and Taiwan are a richer hunting ground for great companies than regulation-heavy Europe.

European local-economy companies are challenged by regulation and anti-capitalist attitude; favor global names like Rolls-Royce, ASML.

China is fundamentally illegitimate and will fall in our lifetime, ending up run like Taiwan.

US defense industrial base needs massive multi-year buildout of magazine depth, lifting ordnance and missile makers.

Defense tech neo-primes are outpacing legacy primes as capital markets fund faster innovation than the Pentagon.

Commercial drone tech iterates faster than markets; cheap drones become decisive war mass.

AI compute demand is an unprecedented exponential, and AI stocks got historically cheap, so lean in.

Anthropic is dramatically more capital-efficient than OpenAI, and compute-constrained, so its real run-rate is far higher than its mark implies.

SpaceX-style racks in space turn orbital compute into a real inference business that bypasses terrestrial energy and zoning limits.