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Threading on the Edge Threading on the Edge @threadingontheedge · 7.78K subscribers
Post #4469 361
The AI supercycle will last 15 years. We're in year 3.

Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3.

I mapped the entire cycle into 4 phases with the tickers that matter at each stage:

https://x.com/cryptorand/status/2052795669426172219
X (formerly Twitter) Rand Group (@randgroup) on X The AI supercycle will last 15 years. We're in year 3. Most investors are still buying Phase 1 names while the real money is already rotating into Phase 3. I mapped the entire cycle into 4 phase…
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