Jun. 17 at 3:44 PM
My core AI infrastructure basket - concentrated around the compute + connectivity stack that powers the entire AI buildout.
$NBIS - Neo-cloud platform with full-stack vertical integration across AI infrastructure layers
$CRDO - Critical inside-rack connectivity leader (AEC copper dominance, expanding into photonics)
$CRWV - Large-scale neo-cloud operator with ~
$100B backlog and strategic
$NVDA ecosystem linkage; hyper-growth phase into 2030 narrative
$LITE - Key photonics bottleneck player where demand is structurally outpacing supply, driving pricing power and margin expansion
This theme is not just “AI exposure” - it’s the physical infrastructure layer (compute, interconnects, photonics, and cloud capacity) that determines how fast AI can actually scale.
I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free.
