Kevin Steuer

I'm long a lot of critical minerals, REMX... I'm long AIPO, which is the AI infrastructure play. I'm long grid... I'm long pave. The AI revolution requires massive physical infrastructure, from power grids to critical minerals. Investing in the picks and shovels of AI provides a secular growth tailwind regardless of which software companies win. Long infrastructure and critical mineral ETFs to capitalize on the physical buildout of AI. Delays in government infrastructure spending or supply chain bottlenecks could slow down the growth of these sectors.

I'm long a lot of critical minerals, REMX... I'm long AIPO, which is the AI infrastructure play. I'm long grid... I'm long pave. The AI revolution requires massive physical infrastructure, from power grids to critical minerals. Investing in the picks and shovels of AI provides a secular growth tailwind regardless of which software companies win. Long infrastructure and critical mineral ETFs to capitalize on the physical buildout of AI. Delays in government infrastructure spending or supply chain bottlenecks could slow down the growth of these sectors.

This started to break back out after the news... there's not much for overhead resistance so now your risk reward setup you're back to a neutral trend score it's been increasing. The stock has absorbed news-related volatility, built a medium support level, and has a clear path upward, making it an attractive swing trade with defined risk. Long NFLX to capture the breakout momentum toward higher price targets. General market weakness could trigger stop-losses before the stock reaches its upside targets.

I'm long a lot of critical minerals, REMX... I'm long AIPO, which is the AI infrastructure play. I'm long grid... I'm long pave. The AI revolution requires massive physical infrastructure, from power grids to critical minerals. Investing in the picks and shovels of AI provides a secular growth tailwind regardless of which software companies win. Long infrastructure and critical mineral ETFs to capitalize on the physical buildout of AI. Delays in government infrastructure spending or supply chain bottlenecks could slow down the growth of these sectors.

I'm long a lot of critical minerals, REMX... I'm long AIPO, which is the AI infrastructure play. I'm long grid... I'm long pave. The AI revolution requires massive physical infrastructure, from power grids to critical minerals. Investing in the picks and shovels of AI provides a secular growth tailwind regardless of which software companies win. Long infrastructure and critical mineral ETFs to capitalize on the physical buildout of AI. Delays in government infrastructure spending or supply chain bottlenecks could slow down the growth of these sectors.

I've had VRT, which is Verative Holdings as my number one holding for a while. That was up, uh I think like 9.3% today. The stock is exhibiting strong upward momentum and maintaining its technical trend score, making it a reliable vehicle to ride the AI infrastructure wave. Long VRT as a momentum trend-following play. A broader market sell-off or geopolitical shock could break the current technical trend.