A deep-dive report on the physical bottlenecks — compute, energy, rare earths, humanoid actuators — that will mint the next decade's winners. 58 pages, charts, tickers, position sizing notes.
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01 The compute stack: who sells the picks & shovels
02 Energy: the grid is the ceiling
03 Rare earths & the geopolitics of magnets
04 Humanoids: the actuator chokepoint
05 Model layer vs. application layer — where to sit
06 Mark's live portfolio: 14 names, weights, entry zones