HeyJared10x Disruptive Stocks - Futurist
Early Access to High-Conviction 10x stocks. Robotics • AI Energy • Space • Photonics • AI Infra
- Indexed issues, last 90 days
- 11
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- Sep 24, 2026
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- Jul 6, 2026
Latest issues
3 Charts That Matter for AI Investors This Week (opens the original)
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<img alt="" class="sizing-normal" height="971" src="https://substackcdn.com/image/fetch/$s_!9Kam!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F0fc7d3e0-adbc-4365-b845-b1280c3bb483_1536x1024.pn
AI’s Next Memory Boom Will Be Bigger Than the HBM Trade Alone (opens the original)
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At the AI Infrastructure Forum in Santa Clara on September 15, Intel CEO Lip-Bu Tan was asked what problem he wanted AI infrastructure founders to solve.His answer was memory.“It actually happened, and the situation will get worse.”Tan said capacity is limited, projects are being delayed, and memory prices have risen five to seven times.NVIDIA CEO Jensen Huang has made the same point from the buyer side. He has said memory, not GPUs or AI accelerators, is now the biggest constraint in the AI sup
AI’s Next Bottleneck Is Power: 2 Stocks Behind the Data Center Buildout (opens the original)
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Everyone is watching the chip race. Nvidia this. Blackwell that.But a chip needs electricity to run and a way to shed heat once it does. Skip either step and the fastest chip in the world is a paperweight.On August 29, Elon Musk put a number on exactly how big that skip is.Roughly 15 gigawatts of AI compute expected in 2027 may not actually come online that year.The bottleneck is moving beyond chips.Musk specifically pointed to:Power · Transformers · Wiring · Liquid Cooling &#
Critical Minerals: The Bottleneck Behind AI, Robotics, Defense & Energy (opens the original)
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<img alt="" class="sizing-normal" height="608" src="https://substackcdn.com/image/fetch/$s_!RZIG!,w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F12b05ea8-04f0-4676-a646-9d3f009a65aa_1024x608.png"
New Position: The Small-Cap Stock Behind Unitree’s Robotics Boom (opens the original)
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I’ve added a new Robotics position to my portfolio.It’s a small-cap, high-risk, high-reward bet.The company sits at the intersection of semiconductors, sensing, photonics, and humanoid robotics.<source type="i
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