Jul. 11 at 7:57 PM
The AI buildout is still in the early innings.
These are 10 companies I’m focused on accumulating during major pullbacks.
I believe they’ll be significantly larger businesses over the next 3-5 years.
6.
$DELL – AI server demand continues to accelerate as enterprise adoption ramps.
7.
$ALAB – Ethernet connectivity chips powering next-generation AI clusters. One of the fastest-growing semiconductor companies.
8.
$MU – HBM memory demand continues to outpace supply. Critical to every next-generation AI GPU.
9.
$ARM – AI is expanding beyond data centers into PCs, smartphones and edge devices.
10.
$NET – AI applications require faster, more intelligent cloud infrastructure.
I suggest you read my article over them. It is entirely free. You may be able to get some insight
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