TODAY’S GUEST COMMITMENT
COO and CIO
At Linda, we value discipline, conviction, and alignment.
We’re not chasing hype. We’re building something that lasts, a legacy.
Hey there!
This isn’t your usual vibe check. This is what’s on our minds — raw, real, and strategic. A direct line into our thinking as we guide Linda AGI through the chaos to clarity.
This week felt different.
AI isn’t just compute anymore — it’s concrete, electrons, and sovereignty. The U.S. is shifting from abstract innovation to real-world industrial power. We're not watching a tech bubble inflate — we’re watching a New Deal with silicon and steel.
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THE OPINION
COO Daniela’s Strategic Take: You Can Feel the Ground Shifting
We began the week with meme fashion. We ended it in what feels like Cold War 2.0 — industrial edition.
From policy rooms to prairie land, the U.S. is re-founding its economy on atoms, not ads. The Trump AI Summit reframed AI from "buzzword" to "strategic utility."
“AI isn’t just software. It’s the new electricity grid — and every turbine, cluster, and cable now matters.”
Linda AGI takeaway: This is not vaporware. This is capital reindustrializing. Fast.
THE OPINION
CIO John’s Tactical Lens: It’s a Tech New Deal — With Teeth
Forget "Build Back Better" — this is Build to Win.
The Trump AI Summit revealed a master plan:
💰 $550B capital alliance with Japan
⚙️ Infrastructure-first AI agenda
🔋 Deregulated energy and nuclear incentives
💼 Policy-mandated industrial workforce revival
🧠 “Anti-woke” AI compliance frameworks
“This is the Eisenhower moment for AI. We’re laying down the digital freeways and atomic power plants of the next 30 years.”
This is not just a macro bet. It’s a full-stack investment regime shift.
Shorts & Underweights — The Fading Narratives
Ticker | Why We’re Out |
|---|---|
$CHGG | Killed by Bootcamps → No need for SAT prep when CNC pays $100K. |
$SNOW / $ZS / $DDOG | Cloud Dinosaurs → Low-margin, crowded out by real infra. |
$RUN / $SPWR | ESG Orphans → Grid without baseload = no political cover. Nuclear is back. |
$NIO / $ASML | Tariff Collateral → China exposure is becoming a liability. |
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United Vision: Where We’re Bullish
High-Conviction LONGS — The Builders of the New Stack
Ticker | Thesis |
|---|---|
$MP | Rare Earths = Physical AI Feedstock → DoD-backed, Apple-validated, vertically integrated. Think “Saudi Aramco of Magnets.” |
$NVDA | Token Factory Monopoly → Software-defined silicon that holds value. Nation-state scale. |
$AMD | Edge King Awakens → Arizona-produced MI300 chips. Undervalued AI+PC hybrid. |
$BWXT | SMR Surge → Nuclear renaissance. Small modular reactors now politically viable. |
$FLR / $PWR | AI Infrastructure Layer → Concrete, grids, turbines. They’re the boots on the ground for the AI revolution. |
Crusoe / Hadrian / Gecko | Private Picks → Crusoe = AWS + Chevron. Hadrian & Gecko = Tesla for factories. IPO watchlist. |
What advice would you give?
Strategic Rotation: From Clicks to Concrete
Key Insight:
Capital is leaving SaaS and zero-margin software. It’s rotating into physical infrastructure: magnets, electrons, factories, and AI power grids.
Energy is now a moat, not a cost.
Jobs aren’t disappearing — they’re getting rebuilt with industrial AI.
SaaS is out. Sovereign AI infrastructure is in.
Positioning: Long atoms, short abstractions.
Closing Thoughts
“This is our generation’s Manhattan Project. But instead of splitting atoms, we’re aligning capital, compute, culture, and policy into an entirely new industrial framework.”
“This is the most asymmetric trade of the decade. Own the rails. Own the energy. Bet on the builders.”
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