I’m going all in on the data center AI infrastructure build out. I did 400% on my account last year and this is the new 12-24 month play…
All the stuff it takes to actually build the machines, power, components, and data centers.
I also love the bottlenecks of sub components that are popping up - lasers, networking, photonics, optics, transmissions, power and neo clouds.
This stuff is too complicated for WSBs to follow, but this is where all the gains in the market YTD have been. Retail has completely sat out this run.
Some other names in this bucket I put very sizable bets on are:
$AMKR - Amkor Technologies
$CIEN - Ciena
$DRAM - Memory ETF
$CRDO - Credo Technologies
$LITE - Lumentum
$FN - Fabrinet
$VICR - Vicor
$FPS - Forgent Power
$GLW - Corning
$ASX - Ace Technology
$CSCO - Cisco
$VIAV - Viavi
$MTSI - MACOM
$AAOI - Applied Optoelectronics
$GFS - Global Foundry Systems
$CRWV - CoreWeave
$STEM - Stmicroelectronics
$AMET - Arista
$PWR - Quanta
Check out the 3-month or 1-year charts of any of these names. It’s nuts! No one knows about these companies and their stock charts will ripe your face off!