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InvestAnswers

NEVER Sell Your Assets 🤯 AI Window Closing? Job Apocalypse? The $83T Empire

4 min read26 Apr 2026

TL;DR

InvestAnswers breaks down whether the AI wealth window is closing, analyzing specific stocks (ANET, ALAB, MRVL), Solana, Tesla, STRC, and SpaceX proxies. The core thesis: stay in top 0.3% assets, never sell appreciating assets — borrow against them instead, and position before the AI-driven job displacement wave fully hits.

Key points

AI infrastructure stocks (picks and shovels) have massively outperformed the S&P 500, mega-cap hyperscalers, and software — the window is still open but narrowing toward 2030

The 'never sell' rule: if your CAGR exceeds your margin rate plus tax drag (e.g., 18% CAGR vs. 5% margin + 20% tax), borrow against assets instead of selling — this is how wealthy investors extend portfolio longevity by 15-25 years

Arista Networks (ANET) is high quality but only ~60% AI-exposed; Astera Labs (ALAB) and Marvell (MRVL) were chosen as faster horses — MRVL up 170%, ALAB up 125% vs. ANET up 85% since mid-2025

Solana is undervalued relative to Ethereum despite handling 44% of all crypto transactions — base case CAGR of 25-40% through 2030, bull case $2,000-$3,000 per token

STRC (Strategy preferred shares) yields ~11.5% and disrupts the $150T fixed income market; the model works as long as Bitcoin CAGR stays above ~11.5%, with runway likely through 2030

Actionable insights

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Allocate 65-75% of new capital to top AI infrastructure stocks over 18-24 months, waiting for mean reversion to your price layers — do not chase; set traps and let the market come to you

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Use the break-even formula before selling any asset: if CAGR > margin rate + tax drag, borrow at 4-6% margin instead of selling — borrow 4% of portfolio annually as a synthetic dividend to replace the 4% rule

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For SpaceX pre-IPO exposure, Echoar (SATS) is preferred over XOVR — SATS directly owns 2.8% of SpaceX and often trades below that stake's implied value, while XOVR uses an opaque SPV structure with added risk layers

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Prioritize hitting share targets (e.g., 300 Tesla shares) before diversifying into next assets — once target is hit, rotate new capital into AI stocks, Bitcoin, and Solana using percentage allocations

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Avoid S&P 500 index funds: 51.6% of US stocks from 1926-2024 delivered negative lifetime returns; being in the index means sharing gains with 497 underperformers instead of owning the top 0.3% winners directly

Notable quotes

“Name another human, any human on the planet building chips, cars, self-driving cars, autonomous cars, robots, rockets, and AI simultaneously. Name one. There is nobody.”

“If your kagger is greater than your margin rate plus the tax drag, you never sell. Very simple formula.”

“In 3 months, we will be able to oneshot anything. One shot means create a brand new Google Chrome, for example, that cost $10 billion to build over 10, 20 years. Now you will be able to do it in hours.”

Worth watching?

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Worth watching the full video?

The key frameworks — the borrow-never-sell rule, asset allocation splits, stock comparisons, and STRC math — are all captured here; skip the video unless you want the live Q&A energy or the specific chart walkthroughs.

Topics

Finance Tesla

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