Aug. 4 at 12:01 AM
Over the next few months, these are the levels I’m watching:
$CIFR →
$40
$AMD →
$700
$MU →
$1,200+
$SNDK →
$2,000+
$BE →
$200+
The path won’t be easy.
There will be volatility, pullbacks, and plenty of moments when investors question the AI trade.
But the bigger picture remains:
AI infrastructure is still being built.
Demand for compute, memory, power, networking, and data centers continues to grow, while capacity is still catching up.
The strongest long-term opportunities often come with uncertainty and fear along the way.
Conviction matters, but so does risk management.
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