The 9 Phases of AI Investing

The Singularity Race framework, GPUs → AGI.
Phase 01
GPU & Chip Foundation
Phase 02
AI Infrastructure Buildout
Phase 03
Consumer AI Explosion
Phase 04
AI Agents & Enterprise Automation
Phase 05
Photonic Infrastructure — The CPO Supercycle
Phase 06
Physical AI & Robotics
Phase 07
AI Healthcare Revolution
Phase 08
Energy & Power for AI
Phase 09
AGI & Singularity

Educational framework, not financial advice. Tickers and theses are illustrative of each phase's investment thesis, not recommendations.