Top Shelf ARMR WB name has to be MU.
As $Micron Technology(MU)$ goes, so goes the AI trade.
Thanks to armrInsider Richard for the Slack posts about Musk's comments on the insatiable need for memory beyond AI, extending into Robotics.
The rise of Robotics is a theme I'm watching closely, and a list of investments for the ARMR WB is being put together.
$Texas Instruments(TXN)$ and $Analog Devices(ADI)$ top the list. These old guard analog $iShares Semiconductor ETF(SOXX)$ stocks have set up a compelling buy point as seen below, and will be up for consideration as new ARMR Renaissance / Special positions.
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