These are some positions I thi

TimothyBarnes

07-17

These are some positions I think could do well in the next major growth cycle.

My current focus and long-term themes are:

$NEBIUS(NBIS)$ for AI infrastructure expansion

$IREN Ltd(IREN)$ for AI data center growth

$Credo Technology Group Holding Ltd(CRDO)$ for high-speed connectivity in AI workloads

$Rocket Lab USA, Inc.(RKLB)$ for space economy development

$Palantir Technologies Inc.(PLTR)$ for enterprise AI adoption

The biggest opportunities often come from holding strong companies across multiple market cycles. Compounding is powerful, but patience and risk management are important. A few well-researched positions, held with discipline, can have more impact than constantly chasing short-term moves.

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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