@EndicottInvests Kris cannot comprehend that the AI infrastructure buildout is still in the early stages. A year from now he will still be calling the top on MU and NVDA.
@SchwartzFinance Mid to low $80’s will peak my interest. AI advancements may supress SaaS market multiples longer than most expect. Downside should be limited from these levels. I like MSFT due to the multiple revenue avenues, cloud being the biggest.
@KrisPatel99@amitisinvesting I've been bullish on IREN for awhile. Bought at $70, rode it down and bought several more times between $40 and $45. ACB $49.50. Still sticking with the original thesis, although it has taken more time to evolve than I expected.
@KrisPatel99 I enjoyed the stock draft. Everyone seemed to have a great time and lots of laughs. To my dismay, you going all in on the AI buildout was a shocker. I guess capex is here to stay and the AI bubble has been kicked down the road....
@KrisPatel99 The recent surge in chip equipment manufacturers is one of the strongest structural signals that the AI supercycle is real, durable and still in the early innings. It's a leading indicator, not a lagging one..... $ASML, $LCRX, $AMAT, $KLAC