I think this list shows AI is becoming much broader than GPUs.
$NVIDIA(NVDA)$ and
$Taiwan Semiconductor Manufacturing(TSM)$ remain core beneficiaries, while I am also watching
$Lumentum(LITE)$ ,
$CrowdStrike Holdings, Inc.(CRWD)$ ,
$Fortinet(FTNT)$ , JCI and KEYS across optical networking, cybersecurity and data-center infrastructure.
Personally, I would not chase stocks simply because they hit all-time highs. I prefer DCA and waiting for pullbacks rather than FOMO, with LITE particularly interesting as optical connectivity becomes more important for AI data centers.
MPC and VLO also remind me that opportunities exist beyond AI. For me, diversification and discipline matter more than chasing every hot stock. I would rather build positions gradually and let the long-term thesis play out.
@Tiger_comments @TigerClub @TigerStars @TigerPicks
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.
Comments