Everyone seems focused on $Meta Platforms, Inc.(META)$ , but I've also been looking into RYET. What stands out to me is the FY2026 full-year revenue of $7.48M. Different scale, but the shift toward real revenue is the part that matters.
$Micron Technology(MU)$ Invest in who's making the money, not who's spending it. $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Microsoft(MSFT)$ META. Micron already makes way more profit than any of them, and the memory crisis is still in the early stages. They also trade at a massive discount to the others, and they have much higher growth. Be smart about where you put your money.
$Meta Platforms, Inc.(META)$ I don't care about Claude or whatever AI is supposed to be better. MUSE is already in the apps and works well with multiple social apps I use. It's just so easy. I prefer easy over a 0.1% better AI in a separate app. They're all the same.
Let me get this straight. Pelosi added $Vistra Energy Corp.(VST)$ in January, with the stock in the $160s. Trump bought $Vistra Energy Corp.(VST)$ in February and March. CEO Jim Burke just bought $1.2M of $Vistra Energy Corp.(VST)$ at around $135. His first buy since 2023. Meanwhile: - 13x forward earnings - Down 35%+ from ATH - 20-year nuclear PPAs with $Meta Platforms, Inc.(META)$ and $Amazon.com(AMZN)$ (around 3.8 GW) - AI power demand is a structural bottleneck - FY26 EBITDA and FCF expected to grow 20%+ Right now
$Advanced Micro Devices(AMD)$ The market is still underestimating how deeply AMD is getting embedded into the AI infrastructure stack. Look at four of the biggest names deploying or backing AMD silicon: $Microsoft(MSFT)$ with Azure AI infrastructure, $Meta Platforms, Inc.(META)$ with massive AI/data-center deployments, $Oracle(ORCL)$ with AMD-powered OCI cloud infrastructure, and OpenAI with a major strategic AI relationship and future compute demand. That is an elite customer ecosystem. AMD doesn't need to replace $NVIDIA(NVDA)$ to win. It just needs