Jun. 12 at 3:58 PM
DATA CENTER DIP ALERT - BUY ZONE OPPORTUNITY
If you want AI/cloud exposure without chasing hype, this is where the money flows:
$AMD - CPUs & GPUs, AI compute backbone (fabless via TSMC)
$MU - DRAM & NAND, HBM supply king for AI workloads
$NBIS - GPU cloud & AI infra, Yandex spinoff growth story
$ANET - High-speed networking for cloud & hyperscale data centers
$VRT - Cooling & power solutions, keeps data centers humming
This pullback is a rare entry point into the AI/data center supply chain.
Who else is adding on these dips