Jun. 22 at 3:41 PM
Our latest pick is now live.
So far the AI trade has been defined by the picks and shovels, which makes total sense.
Markets bid chips
$AMAT ARM(a 300%+ winner for us)
$MRVL $ALAB $AVGO etc…
Then they went to the input names for these chips and racks such as Micron and Sandisk in memory, and AAOI, Lumentum, Coherent, etc… in optics.
If it wasn’t at the chip/rack level, it was inputs such as power with Constellation, Vistra and Vernova, or names like Vertiv Comfort Systems, etc…
But what about AI in the real world?
AI applications is the ultimate goal.
Today we cover a company that is actually leveraging AI to transform its business and its offerings… and unlike normal SaaS in the current market (although
$NOW CRM CRWD have done well recently) is being questioned for their stickiness… our name is in the single most “sticky” vertical in the world.
Take a read today:
https://kryptonresearch.substack.com/p/the-next-layer-of-consumer-ai
