Jun. 2 at 7:03 PM
This is the recurring setup I continue to observe in the market tape.
$TSM feels like the backbone of AI chips with the story pointing toward 3 trillion
$MU memory is getting rerated as AI demand explodes toward 1.5 trillion
$PLTR keeps proving itself in enterprise and government AI workflows scaling toward 500 billion
$SNDK riding the storage boom as AI data grows toward 300 billion
$CRWD cybersecurity keeps moving into core infrastructure territory around 300 billion
Not saying it happens overnight but this is where capital keeps flowing