If you slow down and think in 10-year outcomes, your decision set becomes smaller but cleaner. $GOOGL — Alphabet → $359 → $700 $META — Meta Platforms → $582 → $1,050 $DELL — Dell Technologies → $394 → $620 $HPE — Hewlett Packard Enterprise → $41 → $65 $WDC — Western Digital → $539 → $900 $CRDO — Credo Technology → $241 → $380 $SYM — Symbotic → $42 → $120 What part of the AI infrastructure stack do you think is still underpriced?

If you slow down and think in 10-year outcomes, your decision set gets smaller but clearer. $ASML — 260% $LRCX — 320% $KLAC — 280% $MU — 450% $ON — 300% $DELL — 400% $OKLO — 1200% Are these returns still realistic?

If you slow down and think in 10-year outcomes, your decision set becomes smaller but cleaner. $AMAT — Applied Materials $MU — Micron Technology $ANET — Arista Networks $VRT — Vertiv Holdings $DELL — Dell Technologies $CRWD — CrowdStrike Holdings $OKLO — Oklo Inc Too early or perfectly priced in?