I’m still highest conviction o

I’m still highest conviction on the memory layer of the AI stack. GPUs get the headlines, but HBM/DRAM are becoming the real throughput bottlenecks.

Right now the stack feels like:

Compute

Memory

Networking/optical

Power

$MU still has room if the supply lock-in thesis holds, but I think optical and power infra are the next major rotations once AI scaling hits physical limits instead of compute limits.

AMD Breaks $500! How Much More Upside in the 'Next Nvidia' Trade?

AMD rose 7.78%, extending gains for a two-day rally exceeding 12% as institutional consensus around its $10B Taiwan AI investment announcement continued to build. Analysts have grouped AMD alongside Arm Holdings and Marvell Technology as core beneficiaries of the 'Next Nvidia Trade,' with AMD now firmly above the $500 level. The broader chip sector rallied after IREN's $1.6B Blackwell order confirmed accelerating AI capex. Is AMD still worth chasing above $500?

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