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🇨🇦 Meta’s C$13B Alberta AI campus is bigger than one tech-company story.The part I’m watching is where the first infrast...
09/26/2026

🇨🇦 Meta’s C$13B Alberta AI campus is bigger than one tech-company story.

The part I’m watching is where the first infrastructure dollars have to flow:

⚡ Power
🔌 Grid equipment
❄️ Cooling
🖥️ Data-centre hardware

That’s why this buildout puts a completely different group of stocks on my radar.

But I’m NOT treating every company on this map as a confirmed Meta supplier.

My framework is:

Project gets built -> infrastructure orders appear → revenue shows up -> then I decide what deserves my money.

That’s the difference between following an AI headline and following the actual spending.



Not financial advice - do your own research.

🚀 AI infrastructure may eventually expand beyond Earth.What interests me isn’t just the satellite.It’s the new supply ch...
09/25/2026

🚀 AI infrastructure may eventually expand beyond Earth.

What interests me isn’t just the satellite.

It’s the new supply chain that orbital AI could create:

Launch -> getting compute into orbit
Optics -> moving huge amounts of data
Chips -> running AI in space
Networking -> connecting the system
Satellite data -> giving that compute something useful to process

This is VERY early, so I’m treating it as a watchlist theme - not a buy-everything trade.



Not financial advice - do your own research.

🚨 Tesla + SpaceX’s $16.8B chip megafactory has me looking beyond the headline.The bigger opportunity could be the picks-...
09/19/2026

🚨 Tesla + SpaceX’s $16.8B chip megafactory has me looking beyond the headline.

The bigger opportunity could be the picks-and-shovels behind the buildout:

Design → AVGO, MRVL
Fab/tools → TSM, ASML, AMAT, KLAC
Memory/package → MU, AMKR
Test/connect → TER, ALAB

The key for me isn’t just “who is in semiconductors.”

It’s who controls a bottleneck, wins real orders and can turn this spending into meaningful revenue.

Important: this is an illustrative stock map, not a confirmed Tesla/SpaceX supplier list.



Not financial advice - do your own research.

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