Jul. 21 at 11:32 PM
AI infrastructure is gaining renewed attention, and the opportunity set continues expanding.
Recent research coverage:
$CRDO
$AAOI
WDC
$PENG
$KXIAY
Focus areas:
AI infrastructure buildout
Memory and storage
Networking and connectivity
Emerging microcap opportunities
Also tracking smaller names like:
$PPIH
ACFN
The AI ecosystem is much larger than just GPUs. Memory, storage, networking, and optical infrastructure will play critical roles as compute demand accelerates.
Most research remains free, while deeper analysis includes valuation, investment thesis, and bull/base/bear scenarios.
Appreciate everyone following along. The goal remains simple: deliver quality research and uncover opportunities across the AI infrastructure supply chain.
