May. 3 at 11:46 PM
The AI trade has been extremely overrun in the last 12 months.
If you wanted exposure to chips, its too late.
From AMD to Nvidia and Intel, etc... well gone.
Moving on to things like photonics, or even cooling:
Lumentum, Coherent and
$FIX.... gone.
Power Trade
$CEG $GEV , Data Center Trade
$NBIS $CRWV, etc... its all been bid up into the sky.
Finding alpha is as hard as ever, but today we take a look at a company that squarely fits the AI trade, especially physical AI and robotics... while trading in a nearly 2 year long base and 150% upside to our bull case.
Acting as the nervous system to physical AI, the market will bid this to the sky very soon... just like the rest.
Take a read:
https://kryptonresearch.substack.com/p/connecting-the-future
