RT Investing visuals
The AI data center bottlenecks map & key players:

Demand:
• $MSFT
• $GOOGL
• $META
• $AMZN
• Leading LLM providers

Layer 1 - Systems & colocation:
• $DELL
• $HPQ
• $SMCI
• $EQIX
• $DLR

Layer 2A - Memory:
• $MU
• $HYNSE
• $SMSD

Layer 2B - Networking & optics:
• $AVGO
• $COHR
• $MRVL

Layer 2C - Power & cooling:
• $VRT
• $ETN
• $BE

Layer 3 - In-rack connectivity:
• $AVGO
• $ALAB
• $CRDO

Layer 4 - Foundry & packaging:
• $INTC
• $ASX
• $TSM
• $AMCR

Layer 5 - Semiconductor equipment:
• $ASML
• $AMAT
• $LRCX
• $KLAC

Note that this isn't an exhaustive list, but rather an overview of the most important businesses per segment.

I hope you found this breakdown insightful!

I've covered the supply chain in more detail in the article linked below.

Investing visuals: I just published my latest research article: The AI data center bottlenecks map, covering:

• The AI supply chain
• The key players at critical bottlenecks
• Where to look as constraints move down the supply chain

I loved diving into this over the past few weeks with the goal

Recent Dividend Increases You Need to Know About:

$PAYX – Paychex raises dividend by 10.2% to $1.19 | Forward yield: 5.19% | 12 years of increases

$HESM – Hess Midstream raises dividend by 2% to $0.78 | Forward yield: 7.97% | 9 years of increases

$ET – Energy Transfer raises dividend by 0.75% to $0.3375 | Forward yield: 6.58% | 19 consecutive quarterly increases

$AAPL – Apple raises dividend by 3.8% to $0.27 | Forward yield: 0.38% | 14 years of increases

$ICE – Intercontinental Exchange raises dividend by 8% to $0.52 | Forward yield: 1.34% | 13 years of increases

$OWL – Blue Owl Capital raises dividend by 2% to $0.23 | Forward yield: 8.68% | 4 years of increases

$POOL – Pool raises quarterly dividend by 4% to $1.30 | Forward yield: 2.76% | 16 years of increases

$GWW – W.W. Grainger raises quarterly dividend by 10.2% to $2.49 | Forward yield: 0.87% | 55 years of increases (Dividend King) 👑

$AWK – American Water Works raises dividend by 8.2% to $0.895 | Forward yield: 2.83% | 17 years of increases

I've been using Perplexity Computer for the majority of my AI workflow lately-

And this is still my favorite project that I've ever built.

The ultimate insider buying tracking tool.

I wanted to find out one question:

Which stocks actually have a high correlation of share price appreciation and insider buying?

What Perplexity Computer built to answer this was truly amazing.

Here's what it did:

It pulled 1,301 real SEC Form 4 insider purchases across 184 S&P 500 stocks over the last 5 years.

Then it tracked what happened to each stock AFTER insiders bought, measuring forward returns, win rates, and purchase frequency.

It combined all of that into a single "Alpha Score" that ranks every stock by how reliably it goes up after insiders buy.

The results?

$COIN: 100% win rate. +187% average return after insider buys.
$ET: 100% win rate. 52 purchases. $514M in total insider buying.
$VST, $LUV, $CAT, $LLY, all 100% win rates.

73% of ALL insider purchases across the S&P 500 led to share price gains.

But it didn't stop there.

It also built:

- A live purchase feed tracking every new SEC filing
- Cluster buy detection (multiple insiders buying the same stock within 14 days)
- A sector heatmap showing where insiders are putting their money
- Top conviction buys (Berkshire's $2.1B OXY position, Musk's $1B TSLA buy)

The whole thing looks like a Bloomberg terminal. Dark theme.

Real time data. Fully interactive. I didn't write a single line of code.

I just told Perplexity Computer what I wanted, and it researched the data, ran the analysis, and built the entire dashboard from scratch.

This is the future of building things with AI.

The best part was that it created a proprietary "Alpha Score" for every stock.

This was a composite ranking from 0 to 100 that weighs four factors:

1. How often insiders bought (frequency)
2. How much money they put in (total value)
3. What percentage of buys led to gains (win rate)
4. How big those gains were (average forward return)

The higher the Alpha Score, the stronger the correlation between insider buying and share price appreciation.

It revealed insights you would've never expected.

The energy sector ended up having the highest Alpha Score, meaning insiders buying energy stocks is very correlated with energy stocks surging.

I have paid for data on insider buying in the past.

I literally built a better tool with Perplexity Computer than the insider buying tools I have been using for the last 3 years.

If you missed Semis parabolic run here are 5 undervalued sectors ready to run next…

1. SaaS/ Tech Services - $IGV $MSFT $ZETA $SHOP

2. Fintech - $HOOD $SOFI $DLO

3. Cyber - $CRWD $PANW $FTNT

4. Crytpo - $BTC $ETH $MSTR $BMNR

5. Healthcare - $UNH $OSCR $NVO $HIMS

Stop worrying about what could have been and focus on what could be friends.

I saw so many doomsday Crypto posts over the weekend.

"Bitcoin is going to $50k"
"Crypto, another fakeout"

First, Weekly "Bull Trigger" on Bitcoin in almost a year and your bearish?!

Crypto had low volume over the weekend and actually faked out the bears.

I've remained bullish and so has the structure for $BTC $ETH $MSTR $BMNR and more.

RonnieV: Bitcoin Weekly “Bull Trigger” just printed.

$BTC $IBIT $MSTR

There is no better feeling than slamming your fist on the table about something then printing BIGLY.

That's exactly what happened with Crypto for me.

I said:

Crypto is about to RIP.
Not R.I.P.

Now Bitcoin is breaking out of a multi-month base
and MSTR is confirming with strength.

Momentum shifts fast.

Most people don’t notice until the move is obvious.

Positioned in:
$BTC $ETH $MSTR $BMNR

Levels I’m watching:
BTC → 84k → 89k
ETH → 2.7k → 3k
MSTR → 187 → 232 → 299

Conviction pays.

RonnieV: Crypto is about to RIP.

You've been warned.

When this becomes another massive callout that plays out…

We’ll be moving to limited weekly slots to enter the Collective.

Demand is already picking up and I want quality > quantity as momentum returns.

Most people aren’t ready for this move…

The Collective is.

$BTC $ETH $MSTR $BMNR 🚀

RonnieV: Crypto is about to RIP.

You've been warned.

If you listened you were saved from yet another Crypto fakeout by Wall Street.

I'll let you know when it's time for Crypto Bulls to come home.

$BTC $BITF $ETH $BMNR

RonnieV: DO NOT, I REPEAT, DO NOT, get caught with your hand in the cookie jar 🫙

It's not time yet...

I will let you know when we get the "Bull Trigger"

$BTC $BITF - Bitcoin