I’m currently most bullish on Stage 2 — memory, especially
$Micron Technology(MU)$ . HBM has become a critical bottleneck for AI, and supply still looks very tight due to EUV restrictions and advanced packaging limitations. I think the market still underestimates how important memory is compared to GPUs, which is why MU still has room to run.
I also believe optical networking could be the next rotation. As AI workloads explode, bandwidth demand will surge, making companies like $COHERENT(COHR)$ and $POET Technologies Inc(POET)$ increasingly interesting. AI is no longer just about chips — it’s about the entire infrastructure stack.
For power, I think the trend is inevitable but slightly later-stage for me. Companies like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could benefit massively once AI-driven electricity demand becomes undeniable.
@Tiger_SG @TigerStars @Tiger_comments @TigerClub
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