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A classic AI supply-chain story 👌🏾👌🏾

Everyone talks about Nvidia when it comes to AI.
But behind every powerful AI chip are companies that make the tools and memory that chips can’t exist without.

Two of my biggest winners so far: ASML & Micron Technology.
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🧠 ASML builds the ultra-advanced machines used to manufacture the world’s most powerful semiconductors.

No ASML = no cutting-edge chips
They basically have a near-monopoly on the tech needed for AI processors

Think of ASML as the “picks and shovels” of the AI gold rush

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Ever wanted to invest in gold, oil, or wheat without actually keeping a vault in your basement?

On this last episode of 2025, let’s discuss…..Commodity ETFs.

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Explained! an ETF series 📈📉

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First things first: What exactly is a Commodity ETF??

It’s a fund that tracks the price of physical goods like precious metals or energy. You buy and sell it on the stock exchange just like a normal stock, getting price exposure without the hassle of storage.

1. As promised, here’s a peek inside the R3M in my EE account. My holdings are across diff accounts types within EE, optimizing for tax efficiency and currency diversification. 2. As you’ve seen in my previous tweets….ETFs are the hill I’m willing to die on.