Jul. 27 at 6:11 PM
Over the past few months, I’ve shared several AI infrastructure calls publicly:
•
$NBIS:
$90S →
$290 in ~3 months
•
$OUST:
$25 →
$45 in ~1 month
•
$CRDO:
$110 →
$190 in less than a month
•
$402430 (SK Square): ₩840,000 → ₩1,900,000 in 2 months
I shared my entries and exits publicly because the goal is not just celebrating gains — it’s sharing the investment process.
Now I’m watching
$NBIS again.
My year-end target is
$300, with a potential trading range of
$300-
$340 if execution continues and AI infrastructure demand remains strong.
The thesis is built around:
• Growing AI compute demand
• Data center expansion
• Increasing need for scalable infrastructure
Of course, high-growth AI names come with volatility and execution risks.
The opportunity is exciting, but the business still needs to deliver.
The next phase of AI may create some of the biggest winners in infrastructure.
Follow me for more AI infrastructure, growth stocks, and market analysis.
