I think the easy version of the AI trade is over. Everyone knows AI infrastructure is where the money's going to be made and that's exactly what makes it a problem now. The hard game, and where the next group of opportunities gets found, is figuring out what comes next inside

Athu @athuinvests ·

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  1. #1

    $NBIS doesn't carry the characteristics of a future $1T company YET. But it does have the potential to get there. The ride is going to be extremely rewarding and fun! Plenty of wo…

    Athu @athuinvests ·
  2. #2

    $SIVE sits right in the middle of the InP laser theme of the AI trade. Here’s how the industry is shaping up: - GS sees the TAM growing 10x by 2028 - Supply is very tight and pric…

    Athu @athuinvests ·
    $SIVE sits right in the middle of the InP laser theme of the AI trade. Here’s h…
  3. #3

    I am out. Not long in photonic materials companies anymore. They are just too volatile and not worth the risk. Upward in the supply chain, we have more quality. The ride was fun.…

    Athu @athuinvests ·
    I am out. Not long in photonic materials companies anymore. They are just too v…
  4. #4

    $CRDO moved 20% in the past week. Subscribers made good money on this. Next trade is already out.

    Athu @athuinvests ·
    $CRDO moved 20% in the past week. Subscribers made good money on this. Next tra… $CRDO moved 20% in the past week. Subscribers made good money on this. Next tra…
  5. #5

    Plenty of noise going around $ORCL. Will speak once: Don't see a future in the new AI world where this won't be a $1T company. 🫡

    Athu @athuinvests ·
  6. #6

    OMG. THIS CHART IS LOOKING SUPER BULLISH. KIOXIA COULD GO BRRR... $DRAM $MU $SNDK

    Athu @athuinvests ·
    OMG. THIS CHART IS LOOKING SUPER BULLISH. KIOXIA COULD GO BRRR... $DRAM $MU $SN…

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