AI Story Comes True!

ShayBoloor
05-09

Hello everyone! Today i want to share some trading ideas with you!

1

Two years ago I had enough conviction that $Rocket Lab USA, Inc.(RKLB)$ could become the next generational compounder in my growth portfolio that I sized it at nearly 20% while it was still under $4.

It looks obvious now after a 25x move but back then it was a polarizing position since most people viewed Rocket Lab as “just another launch provider” with no chance against SpaceX while I saw the path toward becoming a full-spectrum space prime.AI

That is what conviction looks like when you do the work before the narrative catches up to the price.

2

$Micron Technology(MU)$ just became an $800B company for the first time ever as inference demand turns memory into the bottleneck layer of the AI economy.

Micron is now officially bigger than:

$Advanced Micro Devices(AMD)$ ~$710B

$Visa(V)$ ~$605B

$ASML Holding NV(ASML)$ ~$597B

$Oracle(ORCL)$ ~$562B

$Costco(COST)$ ~$449B

$Netflix(NFLX)$ ~$370B


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AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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