I've been thinking a lot about how I want to invest. Not just throwing money at whatever's trending on Twitter.
I want a global lens. Companies that are actually pushing the future forward, not just riding the wave.
AMD and CoreWeave? I truly believe in them. Not because of the stock price. Because they're building the rails everyone else will run on. Compute infrastructure isn't sexy, but it's essential. And that's where the real value compounds.
Right now, my eyes are on two things: energy and tokenization.
Energy because it's the ultimate bottleneck. You can build the smartest AI, the fastest networks, the best systems — but if you can't power them efficiently, you're stuck. We need better energy infrastructure yesterday.
Tokenization because it unlocks liquidity in places we've never seen before. Real estate, compute, carbon credits — turning them into tradable assets changes the game entirely. It's not just crypto hype. It's how we make markets more efficient.
My philosophy is simple: find the infrastructure builders. The ones solving the problems that scale. The ones everyone will need in 5 years but most people ignore today.
That's where I'm putting my attention. And my capital.