So basically I’ve decided to live in family home rent free in my 30s so I can put $3000 a month into stocks from regular office job.
After all this crazy growth from AI stocks the last few years, I’m a bit bearish on AI stocks in general at this point, due to the hugely underestimated cost of use for AI, as well as so many competent cheaper options coming up from China. Although useful, it seems hard for AI to generate actual income.. I’m even afraid to go into S&P 500 now since a lot of it is AI related, I think we are in a bubble.
So my thinking is this: no matter if AI becomes profitable or not, or which models the world will end up using, AI is still inevitable to be used widely, whether it be government big daddy surveillance, defense, etc.
So I opened a SuperGrok account and asked what the next logical step for the AI boom is after chips and memory. It said power/cooling and lithography is the bottleneck right now, and next to be needed. (light is a far more efficient way for moving data than copper)
I then proceeded to ask Grok which new companies will be needed for this next logical step that are innovating, have yet to explode, and also are not easily replaceable with moats or patents in their field.
After much digging it seems these companies are POET, AAOI, CRDO, SIVE, OKLO.
The thing is, Grok keeps recommending these as small satellites ONLY (like 10% portfolio at most) and to put most of my money in SMH ETF or VOO for stability.
But my thinking is, we are in a bubble anyway; if I put all my money split on just these risky up and coming companies, if even one of these explodes within the next 10 years or so, it will be well worth it.
I live at home, have no immediate money needs, and I am totally OK with not making gains in the short term.
I’m curious What does the community think about this plan? I’m completely new to this, and just going by intuition at the moment, and have not purchased anything yet. Is this a dumb move? Should I just put my money in TSMC instead? Or another you think I should be looking into?