Mar. 5 at 3:08 PM
Ai Trade Basket Update March 5, 2026
$MS lays off 2,500. That's fewer seats, devices, etc.
Current list of Ai Winners. Many of these names support data center buildout which will continue for the next decade. We're still at the ground floor of this movement. These names are printing $$$$ for investors: CRDO
$MRVL MU GEV PLAB EWY IESC STRL AGX ENS AEHR SIMO JBL TTMI MYRG TSEM PWR PRIM EWY MOD LCRX AEIS TSM AIS ASML VRT FIX ACMR ASX GLW BE LITE AAOI IPGP ON
$GFS CAMT AMKR RMBS TER COHR MKSI SNDK VIAV KEYS NVDA SKYT-(IONQ) ALAB
$CIEN FEIM SEI STX WDC NVTS CRWV APLD GOOG
Current list of Ai Vulnerables. Stay AWAY from these, or protect with PUTS. Ai is decimating value in these names: GTLB NCNO IHAK BUG SNOW IBM ACN IGV CIBR HACK TYL NTSK CSGP GWRE PD SAIL MDB FDS RELX VRSK DOCU VEEV U PATH ZETA WDAY PTRN S FTNT PEGA SAP PANW INTU TRI AKAM FROG BRZE DDOG ZS CRWD NET OKTA
$CRM SNOW ADBE MNDY DUOL TEAM NOW AI ASAN IOT MSFT BILL HUBS HCAT PCOR CHWY PINS ETSY
Thanks to everyone for your input.
