I Got Rich Off PALANTIR. This Is Even Bigger.

So my proudest moment as an investor is Palanteer, but not for the reasons you think. You might think it's because it

think. You might think it's because it has made me a very wealthy man and created financial opportunities for me, which is true, but that is not the

reason I'm so proud. I'm proud because I was able to educate a generation of retail investors to do it the right way.

And the reward came in in the shape of Palunteer. If you put in $10,000 into

Palunteer. If you put in $10,000 into Palunteer back in January of 2023 when I was beating the drum about the stock when everybody was running for the

hills, you are now sitting at $210,000 from 10 to 210 in just three years.

Investing in quality company, holding to your guns, not listening to the noise, and looking at investing the right way.

Now, right now, I'm seeing a very interesting setup that reminds me a lot of what happened with Palunteer and I'm going to share it with you because that's what I do. I don't gatekeep and I certainly don't put these things behind

the payw wall. There's no need. Okay, so

here it is. Most retail investors tend to miss these opportunities. Why?

Because they're not obvious. Because

they're not going to be put on mainstream media. Because nobody in

mainstream media. Because nobody in social media is going to talk about them. because people are basically

them. because people are basically trained to follow the news cycle, which is absolutely useless for you as a long-term investor. The thing that I've

long-term investor. The thing that I've done for my entire investing career is ignore all of this noise and focus on one thing and one thing only. Find

quality businesses that are sitting on a global trend. Invest in the best in the

global trend. Invest in the best in the categories and let it ride no matter what happens to the stock price. Very,

very simple. The same MO I use for Palanteer applies now. Now, if you think about it right now in the world, what is the biggest secular mega trend we're in

right now? I think it's pretty obvious.

right now? I think it's pretty obvious.

It's AI, artificial intelligence. But

that's the easy part. While most

investors are focused on the shiny things, on the applications, on the chat bots, on the stuff that are exciting and sexy, this is not where the money is. In

the gold rush, the gold prospectors mostly were broke and mostly didn't amount to anything. The people who have made generational wealth and have built

mansions and bought railroads were the picks and shovel sellers. The people who allow these people to go out and dig for gold, which is exactly what's going on with AI. In the world of AI, there's two

with AI. In the world of AI, there's two types of companies. There's the

applications which are being commoditized, super saturated, super competitive, everybody's digging for gold. And there is the facilitators

gold. And there is the facilitators where the money is and where the least amount of saturation is and where the hype almost does not exist. Okay, in

this video I'm going to show you my eight layers of facilitators of AI and every single category is going to have the best in class for that particular

industry for that particular layer for you to use apply and basically generate your own strategy for the AI mega trend.

So number one, I'm going to go one by one through all the layers. The first

layer is going to be the compute layer.

This is the engine builders. Okay.

Number two, we have networking.

Networking are the road systems, the highways. These are the people who build

highways. These are the people who build the highways and build the roads. Number

three, we have the power and cooling. I

think it's pretty much speaks for itself, but in this example, in this analogy, that would be the fuel system of the vehicle, right? the radiator, the battery, right? And of course, we have

battery, right? And of course, we have the data layer. That is the fuel. If the

fuel is bad, if the fuel is not efficient, if the fuel is not of quality, your engine is going to break down. It's not going to perform, right?

down. It's not going to perform, right?

Then we have the control layer. That's

essentially the computer that sits inside the car. Okay? Then we have the security layer. That's your locks and

security layer. That's your locks and your alarm system. And of course the observation layer which is the mechanic software that diagnoses the engine or other parts of the car. There's no

trouble in it. And then of course we have the physical land, the physical infrastructure. These are the landlords

infrastructure. These are the landlords that pretty much own the roads on which all of this is happening. These layers

will print money over the next 5 years.

And if you pick the best companies of each of these layers, the creme de la creme, the chef's kiss, and you bundle them up into one portfolio, that portfolio is going to have the same

potential we had with Palunteer. Now, a

lot of people are skeptic about this.

Well, Tom, how often does a stock go from 10,000 to 200,000? You know,

Palanteer might have been a fluke. might

have been a fluke. But if you go to my top stocks list in my academy, okay, we of course have the stuff that have been there for years. Stocks like Nvidia, which we opened up in 2020, the

position, it's up 1300% since.

Obviously, Palunteer did 1300% since 2020. We have Arista, the position we

2020. We have Arista, the position we just talked about in 2023. It's up 330%.

So, a lot of money has been made of these years. But a lot of these stocks

these years. But a lot of these stocks we just added this year or last year.

Micron we added in March this year it's already up 61%.

Vertive we literally added June 2025 less than a year ago up 204%. Bloom

Energy February this year up 72%. A lot

of money can be made if you actually understand long-term investing and if you invest in the real picks and shovel sellers because the demand for the picks and the shovels and the dynamite and the

tents and the jeans and everything these guys need to keep digging for gold is not going to go away. In fact, it's only increasing. Which means despite what the

increasing. Which means despite what the skeptics are saying, it's not too late.

It can be done and it's always a good time to invest in quality. Peter Lynch

said that. It's never a bad time to invest in a great company. Now, the

people who are doubters and skeptics who will always find an excuse not to invest, to stay on the sideline, okay, they're never going to make money.

Playing it safe isn't really safe because playing it safe essentially puts you out of the game. In fact, if you just sit in cash for the next 20 years, you're going to lose 50% of your purchasing power. The idea here is that

purchasing power. The idea here is that the money has to work for you. You

shouldn't be working for the money.

Okay, so let's talk about the ground level of these eight layers, the physical infrastructure. These are the

physical infrastructure. These are the people who own the farm that everybody wants to work on. They own the roads, okay? They don't care who wins the

okay? They don't care who wins the chatbot wars. They don't care which

chatbot wars. They don't care which application wins. They do not care.

application wins. They do not care.

They're agnostic. They own the infrastructure. Whoever wins is going to

infrastructure. Whoever wins is going to use their land. Okay, these of course are the data centers, the cloud providers. It's Google, which is the

providers. It's Google, which is the most vertically integrated of them all.

It's Amazon, which is the biggest of them all and the cheapest stock of them all compared to the quality with AWS, which is Microsoft, which is the best

ecosystem to go with the data center business. And of course, Oracle, which

business. And of course, Oracle, which is the smallest and the latecomer in the business, but Oracle has massive clients. Their clientele list is the

clients. Their clientele list is the largest of its kind. They're bringing a lot of business into the cloud that has never been there. Okay. Whoever wins the chatbot application wars is going to

have to use Oracle, Microsoft, Amazon, and Google for cloud. AWS is currently operating at 40% operating margin. Just

3 years ago, that was 29%. The margins

are expanding, the revenues are growing, and these companies are printing money.

Google is now fully vertically integrated with the TPUs, but also Google actually has a cash cow to finance all this expansion. Google

search actually makes $640 million of revenue a day to finance all this massive capex and all this massive infrastructure building. Google Cloud

infrastructure building. Google Cloud Services now growing at 63% just to explain to you how insane this business is. Microsoft Azour is growing at 40%.

is. Microsoft Azour is growing at 40%.

AWS is growing at 30% but they're the biggest of the bunch. All of them are topnotch. You can't go wrong with the

topnotch. You can't go wrong with the cloud business. This is going to be the

cloud business. This is going to be the physical infrastructure layer. Then of

course we have the compute layer. Okay,

these are the engines. Okay, we're

talking about GPUs and high bandwidth memory. Two things that you need to

memory. Two things that you need to operate a data center. Okay, you need these things to be strong, reliable, and you need a great engine in order to compete, right? AMD and Nvidia, they

compete, right? AMD and Nvidia, they build the best GPUs. They absolutely

dominate this specific market. They're a

two-headed monster. In fact, Nvidia might be a quasi monopoly, but AMD is no slouch. Micron along with SKHEX and

slouch. Micron along with SKHEX and Samsung basically owns the high bandwidth memory. And in that particular

bandwidth memory. And in that particular group, Micron is a top quality one, the one that's focused on HBM and the most suited for these data centers. ASML is a company that builds the machine that

builds semiconductors. There's nobody

builds semiconductors. There's nobody else. It's a monopoly. And just like

else. It's a monopoly. And just like ASML, TSMC, TSM essentially builds semiconductors. Again, pretty much a

semiconductors. Again, pretty much a monopoly. So in this business in the

monopoly. So in this business in the compute layer, we have Nvidia, which is a quasi monopoly. We have ASML, which is a monopoly. TSMC, which is a monopoly,

a monopoly. TSMC, which is a monopoly, and AMD, who's actually generating a lot of business despite being number two in the category. That's how big this market

the category. That's how big this market is. Okay. Nvidia is currently trading at

is. Okay. Nvidia is currently trading at sub 24B.

Micron is trading at 54p.

TSMC is trading at 24p. Even AMD and ASML, which are not known to be cheap stocks, are currently trading at 4p of 29 each. These are not expensive stocks.

29 each. These are not expensive stocks.

And if you look at the path forward, nobody's replacing Nvidia, nobody's replacing AMD. Micron has at least 5

replacing AMD. Micron has at least 5 years of total market dominance because there's simply nobody else. ASML is

going to be monopoly for many years. and

TSMC very very much in the same position. So if compute is expanding and

position. So if compute is expanding and if we need more of these GPUs and high bandwidth memory and semiconductors, these four companies will print money over the next 5 years. It's silly not to

have them in your portfolio. Then of

course we have the networking layer. Now

this is the transmission in your car.

This is the wiring and this of course is the traffic control. Basically the

lights thicker AET. Okay, Arista is basically the one that builds all the switches and the routers and the software that allows servers to talk between themselves internally. It allows

them to communicate. This is a company that's up 332% since we added it. It's not too late despite this spike. I always teach people that don't look at what the stock

did. Look at the intrinsic value of the

did. Look at the intrinsic value of the business. Look at the opportunity. Look

business. Look at the opportunity. Look

at the potential and look where it can be. Forget what the stock has done.

be. Forget what the stock has done.

Bayet is slowly taking over the data center business as far as switches and networking and they're not looking behind. They have 43% operating margin.

behind. They have 43% operating margin.

They have zero debt. They have 11 billion of cash, $4.5 billion of free cash flow per year, and a $9 billion annual revenue with a 30% growth. The

numbers are clean as a whistle. Of

course, we have to talk about the power and cooling layer, which we covered a lot on this channel. We have made dedicated videos about every single one of the stocks that you're about to hear.

But essentially, this is the idea that we have to power all this data center business. I mean, we have great

business. I mean, we have great computers, we have great data centers, we have these great GPUs, great memory, but without electricity, it's not going to work. Without cooling, it's going to

to work. Without cooling, it's going to melt down. This is the biggest choke

melt down. This is the biggest choke point in AI right now. Energy and

cooling. Okay? We need reliable, cost-effective and very very scalable energy solution to run all these data centers. And the current configuration

centers. And the current configuration of the grid does not allow that. That is

why CEG, Constellation Energy, a company that does nuclear energy, which is 247, which is scalable and which is not expensive. That is the solution. Okay.

expensive. That is the solution. Okay.

On top of this, you have Bloom Energy, which provides on-site fuel cells, which solve the problem of being relied on this old grid. Okay? And of course, VRT,

a stock that's up 200% since we added it just a year ago, a stock that builds these liquid cooling systems for data centers. And it's not by accident that

centers. And it's not by accident that every single one of these stocks was featured in a standalone video on this channel, CG, VRT, and Bloom Energy, because they're that good. Now let's

talk about the control layer which gets often misunderstood. Now this is the

often misunderstood. Now this is the central computer of the entire car.

Okay, this is the brains that operates this whole thing. This is the GPS system of your car, the computer of the car, the driver assist systems, basically everything that makes the car operate

from a software position. And the reason this layer matters so much is because AI doesn't fit directly where humans used to do this work. Okay. In order to make

AI into a scalable employee, you have to have some adjustments. You have to have the right operating system to utilize AI to make it scalable, cost effective, and

also to produce the best out of it. That

is why the purest control layer competitor here is Palanteer, which is the operating system that runs AI for large businesses. Okay, we talked about

large businesses. Okay, we talked about it multiple times. The stock is up 1300% since we added it. And it's actually not even close to being done yet. And yes, I

know the stock is down all the way from the 200s to $140 per share. And a lot of investors are nervous. Get it? But it's

not our first rodeo, folks. We've been

through this before. It's nothing. Okay.

Every time people bet against this company, they've paid dearly. Okay. Next

up, we have the data layer. As I've

explained before, data is the fuel. If

the fuel is not good, the car is going to break down. The data layer in our example is the database business. Okay?

And in this business, we have two companies that absolutely annihilating it right now. We have MongoDB and Oracle. The biggest database monsters

Oracle. The biggest database monsters that you cannot leave out of your portfolio because they're so critical for the AI mission. Then we have the observation layer, which is of course

the mechanic supervision software, which I talked about earlier in our analogy.

This is clearly the data dog business, D, the DOG. They're the monitoring gold standard of this business. There's

literally nobody else that worth even mentioning in this video. Data dog was featured on one of my patron articles for my community a while ago. A

wonderful company. Next up, we have the security layer. These are your locks and

security layer. These are your locks and your alarm. Mission critical. Every

your alarm. Mission critical. Every

single security breach right now in this reality is career ender for companies.

Okay. We have Crowdstrike and Zcaler who are doing different things. Crowd Strike

ticker CRWD essentially is like putting a bouncer on every single computer and making sure that bouncer beats up viruses and hackers etc etc. Zcale is a little bit

different. They talk about access not

different. They talk about access not endpoint security but more on the access side of things. They complement each other quite well and I believe Zcale and Crowdstrike will be the two best companies to own in cyber security for

the next 5 10 years. Now, as you've seen in this video, I talked about a lot of companies. A lot of people think that

companies. A lot of people think that more information means better system.

Okay? I'll just listen to more videos.

I'll do more research and then what you said and what he said, that's not the right way to do it. Okay? What you need to do is you need to build a system. You

have to work through this list and see which stocks from this list fits your risk profile, your thesis. Look at every stock. Do deep research on it. And then

stock. Do deep research on it. And then

you build your portfolio based on your conviction. But unfortunately, this

conviction. But unfortunately, this conviction is not going to be built by watching more YouTube videos by consuming more information. You need a system, a process, and a discipline. You

need to understand how to take these stocks and turn them into a game plan for the next 5 years to get to where you want to be. For that, I'm willing to take you on for our academy.

patreon.com/dommnash.

We have 33,000 members learning this every day. What kind of allocation we

every day. What kind of allocation we need? Which stocks are better than some?

need? Which stocks are better than some?

How to construct this portfolio? When to

sell, when to trim, when to add, when to accelerate, when to decelerate, how to have the entire plan in place so you don't have to do any guesswork. The

entire plan in place so you can trust yourself and make decisions without waking up in the middle of the night in cold sweat. Maybe I've done the mistake

cold sweat. Maybe I've done the mistake of my life. Okay, this all gets eliminated if you join the academy. We

will teach you exactly the right system.

It's not about stock picks. It's not

about technical analysis. It's not about getting rich quick. It's about building this what you heard today, which is the first step into a holistic system that's going to change your life by allowing

you to become a relaxed person, a long-term investor, and a maximizer of opportunities. Beyond that, I would like

opportunities. Beyond that, I would like to give you a little gift if you made it all the way in this video, which is something that I appreciate. Okay, you

sat through a very long video. So, at

the bottom of this video, you're going to find a link. That link includes my top 15 stocks to buy and hold for the next 10 years, my top convictions. Okay?

I want you to have that. It explains in detail each of these positions, why, and it's yours right now for free. Go to the link right now below. It's in the pin comment and in the description of this

video. Get it. It's yours. It's my gift

video. Get it. It's yours. It's my gift to you to show my appreciation that you made it all the way into this ending part of the video. Thank you so much and I'll see you in the next one. This

I'll see you in the next one. This