Buy RDDT by Nov 16, 2026.

I think the next big wealth creation opportunity in AI trade is **access to unique data**. Memory trade is probably near the later stage now. There can still be upside, but mostly I see it as swing trade rather than another huge long-term opportunity. GPU hype trade already peaked in 2025. Everyone knows GPU and ASIC story now. Then there is fabric/infrastructure trade like Marvell. Personally I don't really see the unique value proposition there. A lot of hype but …