Analyst Spotlight: Ben “Dog City” — Seeing the AI and Nuclear Wave Before It Hit

In investing, foresight often separates the good from the great. Back in May 2025, before AI and nuclear energy stocks became the dominant narrative across markets, our in-house analyst Ben “Dog City” shared a clear conviction with the community:

“AI is the most important invention in human history. Buy on dips.”

At the time, those words were bold. There were market panic due to tariff concerns. The sector was volatile, and many investors were still uncertain about the timing of AI’s real economic impact. But Ben didn’t just talk about the theme — he provided a list of actionable names across two sectors he believed would define the next decade: AI/semiconductors, AI/infrastructure and nuclear power.

His original watchlist from May 28th included:

• AI/Chip names: NVDA, AMD, AVGO, USD, TSM
• Nuclear names: OKLO, LTBR, NNE, SMR, LEU, CCJ
• AI Infrastructure names:ORCL, DELL, VRT, VST, CEG, GEV

Fast forward to October, and the results speak for themselves. Ben’s picks have shown remarkable performance, far outpacing broader market returns:

What’s impressive isn’t just the gains — it’s the timing. These calls came months before the mainstream rotation into AI infrastructure and nuclear-related equities. While major funds and media outlets were still debating the sustainability of the AI trade, Ben had already positioned early, identifying the structural drivers:

• Rising GPU and data center demand for AI compute (benefiting AMD, NVDA, TSM)
• Renewed interest in clean, reliable nuclear energy (benefiting OKLO, LTBR, SMR)

This is what conviction-based investing looks like: a combination of macro understanding, sector insight, and patience.

As we continue into 2025’s final quarter, Ben’s early thesis is aging exceptionally well — a testament to what happens when preparation meets vision.