Aug. 5 at 3:43 PM
Great way to start the morning. 👀
Interesting comment from Elon memory could become one of the biggest constraints as AI demand continues to scale.
The more compute gets deployed, the more critical the supply chain becomes.
That’s why I’m keeping names like
$MU on my radar.
Memory demand, HBM, and data center expansion remain major themes.
At the same time, broader exposure through
$VOO, energy infrastructure like
$BE, and space/defense growth with
$RKLB all represent different parts of the bigger AI buildout story.
Still watching price action though good themes only matter when the chart confirms.
Appreciate the support. Any breakout worth watching?
Would love to hear your view.
