Michael Lathan Jr.

Low-key, seeing Brad Garlinghouse engage with my post is a dope moment for me as someone who has followed Ripple and $XRP for a long time.

I have been watching the ecosystem through the lens of blockchain innovation, digital asset infrastructure, payments, and long-term financial technology. So this kind of engagement definitely means something.

Small moment, but it hits different when it comes from someone whose work you genuinely respect in the space.

Future Receipt!

Future IN ACTION, understand this clearly:
I am NOT DEAD.
I am GRINDING.

At first, I was going to say, “I’ll probably get my Bachelor’s Degree in Business Analytics.”

Then I corrected myself.

No!

I WILL get my Bachelor’s Degree in Business Analytics.
I WILL pursue my Master’s in Business Analytics.
I WILL pursue my Doctor of Business Administration.

And every credential after that has to be earned the right way:
• NOT CLAIMED
• NOT RUSHED
• NOT FAKED
• EARNED THROUGH DISCIPLINE
• EARNED THROUGH EXAMS
• EARNED THROUGH EXPERIENCE
• EARNED THROUGH ETHICS
• EARNED THROUGH EX*****ON

The vision is clear:
Dr. Michael P. Lathan Jr., CFP®, CFA
Not for EGO.
For LEGACY.
For the students who need FINANCIAL LITERACY
For the families rebuilding STABILITY
For the athletes learning DISCIPLINE BEYOND SPORTS
For the community that needs more BUILDERS, EDUCATORS, AND WEALTH ARCHITECTS
For the younger version of me who needed to see someone FINISH WHAT THEY STARTED

So if I get quiet, do not mistake SILENCE for absence.

I am STUDYING.
I am BUILDING.
I am EXECUTING.
I am becoming UNDENIABLE.

The mission is simple:
• STUDY THE GAME
• BUILD THE SYSTEM
• OWN THE DISCIPLINE
• EXECUTE THE VISION

I am not waiting for permission.

I am building the receipt.

solo.to/0xObsidianEnoch | Architecting The Future of Decentralized Trust.

AI infrastructure is bigger than $NVDA.

That is the part a lot of people miss.

The real money is not always in the loudest name. Sometimes it is in the picks and shovels: power, cooling, servers, networking, storage, memory, and the companies quietly keeping the AI buildout alive.

This is not a buy list. This is a research map.

Power, Cooling, And Thermal Management

$VRT, Vertiv
Worth researching because data centers do not scale without power management, cooling, racks, and thermal infrastructure. AI chips run hot, and heat is now a business constraint.

$NVT, nVent
Worth researching because electrical connection, protection, enclosures, and infrastructure safety matter when data centers become denser and more complex.

$CARR, Carrier
Worth researching because HVAC and liquid cooling are becoming more important as AI workloads push traditional cooling systems to the limit.

$JCI, Johnson Controls
Worth researching because building efficiency, controls, HVAC, and data center thermal management all sit inside the AI infrastructure stack.

$MOD, Modine
Worth researching because heat transfer and data center cooling are no longer boring industrial categories. They are becoming AI-adjacent infrastructure.

$SPXC, SPX Technologies
Worth researching because cooling and thermal systems are part of the physical backbone needed for mission-critical uptime.

Servers And IT Equipment

$NVDA, NVIDIA
Worth researching because GPUs are still the center of gravity for AI training, inference, and accelerated computing.

$AMD, Advanced Micro Devices
Worth researching because AI is not a one-chip market. AMD gives exposure to data center CPUs, GPUs, and the competitive fight for AI compute share.

$SMCI, Super Micro Computer
Worth researching because AI servers, liquid-cooled systems, and rack-scale deployment are critical to turning chips into usable infrastructure.

$DELL, Dell Technologies
Worth researching because enterprise AI adoption needs servers, services, deployment support, and infrastructure customers can actually operate.

$HPE, Hewlett Packard Enterprise
Worth researching because enterprise compute, networking, edge infrastructure, and hybrid AI systems could matter as companies move from AI pilots to production.

Network Equipment And Interconnects

$ANET, Arista Networks
Worth researching because AI data centers need high-speed switching, low-latency networking, and cloud-scale network architecture.

$AVGO, Broadcom
Worth researching because AI infrastructure needs custom chips, networking silicon, optical components, and high-bandwidth connectivity.

$CIEN, Ciena
Worth researching because AI demand increases the need for optical networking, high-capacity transport, and bandwidth expansion.

$ALAB, Astera Labs
Worth researching because AI systems need high-speed connectivity between GPUs, CPUs, memory, accelerators, and racks.

$CRDO, Credo Technology
Worth researching because active electrical cables, interconnects, and efficient high-speed data movement become more important as AI clusters scale.

Storage, Memory, And Data Infrastructure

$WDC, Western Digital
Worth researching because AI needs massive storage capacity, better power efficiency, and durable data center storage economics.

$STX, Seagate
Worth researching because HDD capacity still matters when AI creates massive volumes of data that cannot all live on premium flash storage.

$MU, Micron
Worth researching because AI needs DRAM, NAND, high-bandwidth memory, and higher-capacity server memory to function efficiently.

$PSTG, Pure Storage
Worth researching because all-flash enterprise storage and AI-ready data platforms matter when companies need faster access to clean, usable data.

My Takeaway:
Even if parts of the AI market get overheated, the infrastructure buildout is real.

Data centers still need power.
Chips still need cooling.
Servers still need racks.
AI clusters still need networking.
Models still need memory.
Enterprises still need storage.

That is why I look beyond the headline tickers.

The question is not just, “Who wins AI?”

The better question is:
Who sells the tools, infrastructure, and systems that AI cannot function without?

Do your own research. Watch valuation. Watch margins. Watch customer concentration. Watch debt. Watch earnings quality. Watch whether the story is already priced in.

Not financial advice! Educational market commentary only!
Lexus Wealth Management


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Michael Lathan Jr. | Financial Coach (@0xobsidianenoch) • Instagram photos and videos 2,924 Followers, 7,502 Following, 3,281 Posts - See Instagram photos and videos from Michael Lathan Jr. | Financial Coach ()

Reporting this week reinforces the macro setup: Cisco announced job cuts while prioritizing AI infrastructure, Reuters tracks companies shifting investment toward AI, and recent coverage has highlighted “tokenmaxxing” as companies pressure teams to show AI usage. The China/Taiwan/geopolitics layer is also part of the same AI infrastructure race.

From a macroeconomic viewpoint, I still do not see AI as “just a bubble.”

Can valuations get overheated? Absolutely.

But the bigger picture is hard to ignore.

Tech layoffs are not happening in a vacuum. Companies are restructuring around automation, AI infrastructure, and productivity targets. At the same time, we are seeing a stronger internal push for AI token usage, AI tooling adoption, and measurable AI output across major firms.

That tells me this is not just hype.

This is capital reallocation.

Labor is being repriced.
Productivity is being redefined.
Data centers are becoming critical infrastructure.
Semiconductors are becoming geopolitical leverage.
China and Taiwan are not side conversations. They are part of the AI supply chain risk map.

That is why I said AI feels less like a bubble and more like an AI dam!

The pressure is building behind the wall. Everyone is trying to control the flow. Once the real productivity use cases break through, it will flood every industry.

You can disagree with the timing. You can question the valuations. But ignoring the infrastructure shift is short-sighted.

Sit back and look at the broad picture.

Listen here:
https://open.spotify.com/episode/6hoembjDg1tSumT1OljCa3?si=o5p-c-1KReK3TCrinM8xQg

Lexus Wealth Management
Follow Me Also On All Social Platforms: https://solo.to/0xobsidianenoch
Stay Solvent! Stay Secure!

Looking for a new Capital One credit card?

Capital One is offering a referral bonus where eligible new cardholders can apply through a referral link, and I may receive a referral bonus if approved.

Use credit responsibly. A credit card should be a tool for building credit, earning rewards, and managing cash flow, not an excuse to carry high-interest debt.

Check the card terms, fees, APR, rewards, and approval requirements before applying.

Referral Link:
https://i.capitalone.com/J4QGDqw14

Disclosure: I may receive a referral bonus if you apply through my link and are approved. Offers and eligibility may change. Terms apply.

Solid weekly market read from Lexus Wealth Management.

The Key Takeaway: The economy appears to be slowing, but not breaking. That is the exact environment where investors need to watch the difference between healthy moderation and real deterioration.

Markets can rally when growth cools, wages moderate, and business activity stays steady, but inflation is still the risk that controls the Fed conversation.

My Lens:
- Growth Is Slowing, Not Collapsing
- Labor Is Cooling, Not Cracking
- Inflation Still Decides The Rate Path
- Market Leadership Still Matters
- Risk Management Cannot Go On Vacation

This is why financial literacy matters. A headline tells you what happened. A framework helps you understand what it means for your cash flow, portfolio, retirement accounts, and long-term plan.

Educational market commentary only. Not a recommendation to buy, sell, or hold.

Tomorrow’s General Body Meeting is NOT your average meeting.

We’re taking things to the barbershop for a real MAN TO MAN conversation. Raw dialogue. Honest perspectives. Real community talk. The kind of conversations that help us grow, heal, lead, and better understand one another. 🖤

Fellas, this space is for YOU. Pull up, speak freely, and be heard.

BUT WAIT LADIES… we need you in the room too. 👏🏾
Because understanding, support, communication, and community starts with listening to each other. Your presence matters in this conversation.

Join us tomorrow for a speakeasy style experience with barbershop energy, real talk, and community connection.

📍 Located in the Back Alley under The Social
Real conversations. Real people. Real impact.

Omaha RealTalk Leadership UrbanLeague

THE TWO WALLET FRAMEWORK

Most people think financial freedom is about making more money.

That is only part of the equation.

The bigger question is:
Which wallet are you feeding?

You have two wallets:

1. The Survival Wallet (This covers today.)
• Bills.
• Food.
• Rent.
• Transportation.
• Debt payments.
• Basic lifestyle needs.

The survival wallet keeps you alive, but if it gets all your money, you stay trapped in maintenance mode.

2. The Freedom Wallet (This builds tomorrow)
• Investments.
• Skills.
• Emergency savings.
• Income streams.
• Business systems.
• Ownership.
• Long-term opportunities.

The freedom wallet buys you options.

That is the real difference.

Survival spending keeps you current.
Freedom funding moves you forward.

The goal is not to shame survival.

Everybody has bills.

The goal is to stop letting survival consume every dollar you make.

Ask yourself:
- Where Is Most Of My Money Going?
- Am I Funding Survival Or Freedom?
- Am I Upgrading My Lifestyle Or My Life?
- Is Today’s Spending Aligned With Tomorrow’s Freedom?
- Am I Building Options Or Buying Temporary Relief?

Financial freedom is not about having more appearances.

It is about having more options.

More control.
More margin.
More peace.
More ownership.
More ability to move when life changes.

PAY YOURSELF FIRST!

Fund the freedom wallet before the world takes everything from the survival wallet.

EDUCATIONAL MARKET COMMENTARY ONLY!❗ NOT A RECOMMENDATION TO BUY, SELL, OR HOLD!❗
Powered by: Lexus Wealth Management

Milestones like this matter.

I love seeing moments like this because they remind me that ownership, discipline, infrastructure, and long-term ex*****on still matter.

Aliko Dangote reaching a new level of wealth is bigger than a headline. It is a case study in what can happen when vision is matched with industry, patience, and large-scale ex*****on.

That is why I pay attention.

I am not trying to copy another man’s path. I am trying to build my own.

I am trying to be next up. Not just rich in money, but rich in vision, systems, discipline, ownership, and impact.

The goal is to build something durable enough that my name becomes associated with strategy, wealth architecture, financial literacy, and legacy.

To me, the real “Next Oracle of Omaha” mindset starts with a few simple principles:
• Study the game
• Build the system
• Own the assets
• Think long term

Congratulations to the leaders proving that global wealth can still be built through industry, infrastructure, and ex*****on.

I am Watching. I am Learning. I am Building.



Stay Solvent! Stay Secure!
solo.to/0xObsidianEnoch | Architecting The Future of Decentralized Trust.

MY CORE CRYPTO WATCHLIST

My crypto watchlist is built around function, not hype.

The five assets I track closest are:
$BTC
The reserve asset of crypto. I watch it for market leadership, liquidity, institutional demand, and long-term scarcity.

$ETH
The infrastructure layer. I track Ethereum for DeFi, tokenization, stablecoins, smart contracts, Layer 2 activity, and settlement utility.

$LTC
The payments veteran. Litecoin still matters because it has a long operating history, fixed supply, and a simple peer-to-peer payment lane.

$XRP
The cross-border payments thesis. I watch XRP for settlement utility, liquidity, institutional adoption, and regulatory clarity.

$SOL
The high-throughput ex*****on layer. Solana matters because speed, low fees, consumer apps, DeFi activity, and developer momentum all matter.

My framework:
• $BTC = Store Of Value / Macro Anchor
• $ETH = Financial Infrastructure
• $LTC = Payments Durability
• $XRP = Settlement + Liquidity
• $SOL = Speed + Scalable Applications

But crypto exposure is incomplete without a security model.

That is where Zero Trust infrastructure matters.

My crypto rules:
• Never trust one platform blindly
• Use strong authentication
• Separate exchange funds from long-term custody
• Use hardware wallets for serious long-term holdings
• Verify addresses, apps, permissions, and wallet connections
• Limit exposure to any one exchange, wallet, chain, or protocol
• Assume every transaction is final and every mistake can be expensive

Crypto is not just an asset class.
It is financial infrastructure with adversaries.

That means the investor mindset has to combine:

Portfolio Construction + Risk Management + Self-Custody + Zero Trust Security

Conviction is not enough. I still care about position sizing, liquidity, custody, authentication, rebalancing, and operational security.

Crypto rewards discipline.
It punishes emotional sizing and sloppy security.

Join me on Blossom:
https://link.blossomsocial.com/7uYa/mfh3vmlb

Disclosure: I’m a Blossom Social App Associate and may earn commissions from qualifying sign-ups or purchases through my links.

EDUCATIONAL MARKET COMMENTARY ONLY!❗
NOT A RECOMMENDATION TO BUY, SELL, OR HOLD!❗
Powered By: Lexus Wealth Management


Stay Solvent! Stay Secure!