This is already happening. The number of AI referrals to @levelframes this year has been crazy.
I don’t trade public stocks but if I did I would bet on this thesis:
As consumers adopt agents to make purchase decisions, we’ll see significant growth among the *quantifiably best* products and services.
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I check my Fable meter 10 times per day now, as if I'm under water and my oxygen is running out.
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I mapped every stage of the AI hardware supply chain. 13 stages. 63 subsystems. 300+ companies.
Over $600B will flow through this supply chain in 2026 alone. 🧵
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Everyone talks about NVIDIA and ASML. Nobody talks about:
- Lasertec ($LSRCY). 100% monopoly on actinic EUV mask inspection.
- Axcelis Technologies ($ACLS). The #2 ion implant equipment maker and actively gaining share from Applied Materials.
- Disco. Cuts and grinds every advanced chip wafer (~50% share).
- ACM Research ($ACMR). Fastest growing cleaning equipment vendor.
- FormFactor ($FORM). Critical for wafer-level testing.
- nVent Electric ($NVT). Smaller than Vertiv and Schneider in thermal management but more focused.
More picks here: damian-sowers.github.io/ai-s…
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Hope this is useful for people as an investment research tool. I wanted to get my mind around this whole sector.
Full supply chain can be found here: damian-sowers.github.io/ai-s…
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Damian Sowers retweeted
A retired Minneapolis couple who had guns pointed at them by ICE in a church parking lot.
"They were obviously not trained at all. I've known many police officers in my life. These people were right off the streets."
"They had the professional demeanor of criminals."
AI creates more work for programmers, not less in my experience. (and I'm a heavy cursor user)
It massively leverages a person's time & abilities, but also expands the scope/amount of projects.
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Using AI to create minimal testbeds for emergent gauge phenomena. Made this little cellular automata with simple XOR bit flipping rules.
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Damian Sowers retweeted
Go Wall Out is LIVE 🙌
Enjoy 15% off your entire order when framing 3+ items. Time to brighten up walls with framed photos, artwork, collages, albums, pet portraits and more!
✨ Levelframes.com
Just shipped this. Restyle your photos with AI. levelframes.com/ai-photo-edi…
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Damian Sowers retweeted
It’s unbelievable we can zap rocks with electricity and get intelligence about anything anytime now.
All these things that we used to say “too expensive”, “not possible” or “who the heck would want to do that” can now be done
There are huge classes of new products to be built
The S&P has been transformed into a shitcoin casino. People are delusional if they think this break in trust won't have lasting implications.
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One of the many reasons why I diversified a portion of liquidity into foreign currencies. Something is screwy when both the bond market and USD decline during equities drawdown
In Japan, in the early-mid 90s one often heard the term "トリプル安" ("triple yasu") which meant when yen, the nikkei, and JGBs all fell on the day.
It was a sign of "decline of Japan in the world."
Interestingly, the Nikkei used that reference for the US today.
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