- Entry
- $222.82
- Now
- $207.32 -7.0%
- Target
- —
- Score
- —
Basically I'm trying to cover the components that are necessary for AI growth, ie. Semiconductors, coolant, lithography. This way I'm just betting that AI "wins" as a concept rather than backing a specific pony? That said, I am a die-hard Rolls and Kraken fan so I guess I'm backing those ponies. Rolls Royce Kraken Robotics KLA ASML NVIDIA Broadcom Vertiv Am I missing any big opportunities here that fit what I'm going for, or making any huge mistakes? Assuming people …
— ORIGINAL POST ·
Sanity check my AI infrastructure pie
· r/investing
· Jun 3, 2026