Hey all,
Mods removed my last post because they claimed I posted saying 'i had XXX amount of money what should I do with it'. Despite not mentioning capital amounts and I'm not saying I am looking to be persuaded otherwise. I'm just interested in what others who are more serious in the space are doing. I am simply just looking for an open discussion regarding choices you might have made.
I know that everyone is sick to the teeth of hearing about AI infrastructure picks etc. As a very small play I have created my own basket (mostly for fun, it's just to scratch the itch). For those of you invested in this space, please feel free to share your picks and if you disagree with any of mine.
As I said this is a mostly speculative/fun play. The majority of my funds are in an all world ETF and a bit of Google. My reasoning for this is that the absolute crazy hype around this entire sector might make a lot of people money but with excessive hype comes exceptional volatility. This is just my way of scratching that itch in a small way. Also final add on, I chose mostly mid cap companies, not all but most. Thank you and please be polite, this is not a super serious make or break investment basket just a speculative one.
Compute/cloud: Nebius (NBIS)
Connectivity silicon: Astera Labs (ALAB)
Optical manufacturing: Fabrinet (FN)
Cooling equipment: Modine (MOD)
Data center MEP/HVAC: Comfort Systems (FIX)
Site prep + fab construction + electrical: Sterling Infrastructure (STRL)
Power generation/backup: Kodiak Gas Services (KGS)
Chip inspection: Onto Innovation (ONTO) - I am playing around with swapping for VRT or APH