The Best Companies in Every Sector：
The spending is spreading into companies supplying compute, automation, data centers, defense, software, space, power and healthcare.
Semis: $NVDA$AMD$AVGO
Robotics: $XPEV$AMBA$SYM
Data centers: $NBIS$CRWV$IREN
Defense: $NOC$ESLT
I’m gonna say this one last time.
The biggest AI opportunity may not just be the companies building the models.
It may be the companies building the chips, cloud, energy, and infrastructure behind them.
Here are 10 stocks I’m watching closely for the next major move:
1. $MU
I had $MU on my radar before the big move.
The thesis was pretty simple: AI infrastructure needs more than just GPUs — it needs memory too.
HBM demand, pricing power, and disciplined supply were the key things I was watching.
Eventually, the stock started confirming what the
🚨I’m only gonna say this once
The biggest opportunities are usually found before everyone starts talking about them.
September is officially behind us, and we’re opening our October Investor Discussion Group.
Last month was a great month for our community. Many members made
🚨I’m only gonna say this once
Odds of a Fed rate hike after the October meeting are tanking to just a 31% chance. Don’t sleep on what’s happening before the market opens. These 10 stocks are catching attention today.
$MU — +2.1%
$NVDA — +0.8%
$AMD — +1.2%
$BA — +3.4%
$HOOD —
