May. 27 at 3:03 PM
A “golden opportunity” is emerging…
Mike Bower spent 13 years across pharma and tech at The Trade Desk, Veeva Crossix, and Yahoo DSP. After watching AI reshape every industry he worked in, he’s now putting capital behind his own thesis.
His core belief is simple: AI is not just software. It is an entire system built on power, memory, and scarce physical inputs.
Based on that view, he formed what he calls the “Golden Goose Portfolio.” It starts with
$DRAM as the memory layer that fuels AI workloads, extends into
$EUV representing the lithography and photonics backbone of chip production, includes
$REMX for the rare earth and critical metals underpinning the supply chain, and
$NUKZ as the nuclear energy angle built to scale with rising demand. Rounding it out is
$XLV, his long-standing core healthcare exposure shaped by two decades of industry edge.