Jul. 15 at 9:04 PM
This dip in AI power & Data Centers is a textbook whale shakeout. Who has already locked in their bottoms?
$CRWV The undisputed GPU powerhouse for the AI boom.
$NBIS Vertically integrated AI Neocloud, printing massive deals.
$ORCL Legacy tech giant quietly scaling up massive data centers.
$APLD Locking down power and infrastructure at scale.
$BE Clean energy play solving the massive AI grid bottleneck.
Don't chase when they break out! Pinned my precise LTF bottom zones for these 5 names on my main page.