Investordude1301
09-15

C is the soundest pick: infrastructure names like Broadcom, Nvidia, AMD and Microsoft anchor the AI build-out through chips, memory, power and data centers — durable multi-year commitments regardless of any hype or rhetoric about a slower pace of AI development. The $315 million options bet reinforces this understanding. I will use any short-term weakness as a golden opportunity to accumulate high value stocks at cheap valuations!
# Memory Stocks Diverge — Is the Price-Hike Narrative Fading?

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  • CyrilDavy
    ·09-15
    Short-term weakness is the key variable here. AI infra flows have cooled for weeks, but not enough to call a trend break yet — feels more like chop than a real reset
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  • historyiong
    ·09-15
    Cheap only works if the growth is not already priced in. AI infra names have spent years pulling forward demand, so the margin of safety here still looks thin lol
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