Jul. 10 at 9:45 PM
The market was under pressure, but smart investors were looking for opportunities.
While many were questioning whether the AI trade was losing momentum, we were focused on building positions in long-term growth themes.
Recent additions included:
$MU — benefiting from AI memory demand and the semiconductor cycle.
$NBIS — positioned around AI cloud and compute infrastructure.
$BE — focused on clean energy and next-generation power solutions.
$CREDO — benefiting from high-speed connectivity and AI networking demand.
Market pullbacks often create opportunities for companies with strong long-term trends.
The next wave of AI infrastructure, semiconductors, energy, and connectivity leaders is still developing.
Focus on fundamentals, valuation, and the companies building the future.
I suggest you read my article over them. It is entirely free. You may be able to get some insight
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