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The Supercycle IS HERE… Just Not the One Expected ⚡
⏱ 22 min video · 3 min read8 May 2026
TL;DR
The host argues that the long-promised 'supercycle' has arrived — but it belongs to AI and semiconductor stocks like Micron, Intel, and NVIDIA, not Bitcoin. With AI capex hitting 55% of all US capital spending and hyperscalers set to spend $800B this year, the host makes the case that this is the most important wealth-creation cycle of the decade.
Key points
1
Micron surged ~44-54% in a single week, Intel ~35%, AMD ~27% — driven by AI memory demand; HBM memory per GPU is forecast to 6x by 2028, creating a semiconductor supercycle
2
The top 5 hyperscalers (including Meta, Google, Microsoft, Amazon, Apple) are projected to spend $800B on AI capex in 2025, rising to $1.1T in 2026 — exceeding the entire US defense budget
3
AI capex now represents 55% of all US capital spending on plant, machinery, and equipment, a historically unprecedented concentration
4
Bitcoin ETF inflows remain strong — nearly $768M in the current week alone, with only one red week in the past 11-12 weeks — but Bitcoin is still down 9% YTD as of early May 2025
5
Ethereum is down 41.6% over the past five years, underperforming Bitcoin (+40%), Tesla (+230%), and Solana (+285%) over the same period, raising serious questions about the asset
Actionable insights
→
Concentrate exposure in the top AI and semiconductor winners — the host cites an 'IA13 list' — because the top 10 S&P 500 stocks drove 70% of gains in just five weeks of the May 2025 rally
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Reconsider underperforming long-term holdings like Ethereum; the host frames holding a declining asset while others surge as an opportunity cost trap
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Eliminate high-interest consumer debt (especially 29% credit card rates) before investing, as interest payments represent a financial prison that compounds against wealth-building
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Monitor Federal Reserve balance sheet expansion and global money supply growth as macro tailwinds for Bitcoin — the prior bull market was suppressed by Fed balance sheet contraction
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Tesla Optimus is allegedly entering production in May 2025 with large-scale ramp by mid-July; 60% of parts will be US-made, with core suppliers already delivering components
Notable quotes
“The TAMs, the total addressable markets of AI, are far bigger than crypto or Bitcoin or money. Far bigger.”
“55% of all the dollars spent in the US — AI. There has never been a cycle like this before.”
“You cannot wait. Sometimes you can not wait five years for something to move and then it falls 40%. You got to get into position, follow the money, and then just sit back and enjoy the ride.”
Worth watching?
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