AI infrastructure is the wall. Software is just the melon getting smashed against it.

"The entire market is focused on llms and chips, agents and workflows. I've spent my time focusing on the things that have to happen for those things to become reality. The stuff that software cant replicate or exist without. The foundational plays.

Four companies I have been tracking for a while now, are all interconnected from the 30000 ft view. They all should play a major role in the infrastructure build out, which is sure to take at least the next decade to get to scale.

POET. Poet Technologies patented chip flip technology for photonics solves the passive alignment issue and reduces labor and material costs. Moving data is the new compute in my estimation.

UUUU. Energy Fuels is the only licensed mill for uranium and rare earths in the U.S. Ai needs both nuclear energy and rare earths. Easy money.

AG. First Majestic Silver is quickly becoming the full stack play for a silver market getting eaten alive by ai, ev's solar and now a military buildup.

PLSRHF. Pulsar Helium is developing a gas deposit with approx 10% helium4 concentration as well as helium3. AI needs the first one just to make chips let alone keep things cool. And the second? At roughly $20 million a kilo, someone sure needs it.

I called Paladin Energy at 4 cents a share before the reverse split, Palantir at $29, and UUUU at just over $4. Skin in the game with receipts only. What am I missing?