We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK, $WDC
Photonics ~ $AAOI, $AEHR, $LITE, $MRVL
The current phase is Neo Cloud/AI infrastructure:
$IREN, $NBIS, $CRWV, $CIFR, $APLD
Next wave (many will miss)
Rare Earths ~ $USAR, $MP, $UUUU, $FCX
Power & Cooling~ $VRT, $CEG, $OKLO, $OSS
Finally it all concludes with these 3 sectors:
Robotics ~ $TSLA, $PATH, $SERV
Space ~ $RKLB, $ASTS, $PL, $LUNR
Drones ~ $ONDS, $AVAV, $LMT
Many will make generational wealth from this AI super cycle over the next 7 months.
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- kaz trader·05-08I think ur comment should be read by Warren BuffettLikeReport