Feb. 9 at 6:12 PM
$TER $COHR $MKSI $FEIM we are at a major turning point in the market. Ai buildout and pics and shovels companies are entering a multi-year golden era. Ai is the single best investment in the market for the better half of the next decade. Whether chips, packaging, memory, energy, anything infrastructure, Ai is printing $$$$. Any company that sells a digital product or service is at risk of being whiped out by Ai. Think SAAS, SAP, CRM, MNDY, think spotify, think legal, think accounting, thing anything software. Anthropic is going to start devouring the software field and its going to get ugly. Meanwhile Ai is printing $$$$. We are in the early 90s, not late 90s. The risk of bubble is fluf to keep retail out of the trade. Here are some of the winners for years to come: SEI NVDA NVTS FEIM ON GFS CAMT AMKR RMBS TER COHR MKSI SNDK STX WDC VIAV KEYS NVDA SKYT ALAB CIEN
