How they operateNews-driven chip/AI themes, 13F breakdowns
⚠️ More substance than most
⚠️ Still engagement-framed
[bullish] 2026-07-10FPS INDI META MSFT NBISEveryone wants to buy the dip until AI stocks actually start crashing.
These are the 3 names I’m watching lower:
$NBIS for AI compute
$FPS for data center power
$INDI for physical AI and Memory exposure
I’ll post the exact buy zones and trade updates in Discord.
Link in bio if you want my trades
🎙️ Everyone wants to buy the dip until the dip actually happens. AI and semiconductor stocks are crashing right now, and these are three stocks I'm watching to buy lower. The first stock I'm watching is Nebius. Nebius sells AI compute. Companies pay them to rent access to GPU clusters, use a train and run AI models. AI is already compute constrained, and Nebius already has huge contracts with Microsoft and Meta, and has…
[bullish] 2026-07-10MU NVDA SKHX SKHZMicron was the obvious US memory trade, but SK Hynix might be the real HBM leader.
They control around 58% of the HBM market, are deeply tied to Nvidia’s AI supply chain, and still trade at a lower forward earnings multiple than Micron.
Now SK Hynix is coming to the US market through one of the bi
🎙️ If you miss Micron 700% move, you probably don't want to miss the Micron of Korea, that's coming to the US market this Friday, and Leopold Ashenberger himself is buying billions of dollars worth of this stock. SK Hynix is the Micron of Korea, and they're listing on a US market this Friday. They're the world's largest memory manufacturer, and they make Dira a man, and also HBM, which is really important for AI. HBM st…
[neutral/mixed] 2026-07-04MU SNDKDON’T REALLY FULLPORT LOL, but if I had to pick one theme with the best risk/reward right now, it would be memory.
AI demand is exploding, but memory supply cannot catch up fast enough. New fabs take years to build, HBM uses way more production capacity than normal memory, and the biggest manufactu
[bullish] 2026-07-04DELL INTC PENGFOLLOW AND THE LINK TO THE DISCORD WILL BE SENT IN 5 MIN!!
Dell is up nearly 200%.
Intel is up over 500%.
Now I’m watching Trump’s next two themes: quantum and drones.
For quantum, I’m watching INFQ because it is tied to quantum sensing, which has more real near-term revenue potential than most