Source item
Open original source ↗Names like:
- $ASX
- Sumitomo Electric
- $JBL
- $VICR
- $GFS
- $AAOI
- AlChip
- $TSEM
- $FN
- Furukawa Electric
- $CLS
- $NBIS
- $NOK
- $AMKR
- $LITE
- $COHR
Off the top of my head.
So basically, AI exposure trading in the $10-100B range.
Likely have compelling ROI right now compared to indexes or $ARM to $MRVL that ran quite a bit?
(Just a disclosure, only have financial interest in NBIS/TSEM/AAOI above)
I mention a lot of smaller ideas, but that’s just to chase outsized returns.
Still feels like many of these have room to go.
Quoted context
These are the quoted author’s words.
@aleabitoreddit Jensen’s hyping up AI stocks. Any tickers you particulary like?
tsazeng ↗