The AI trade is no longer just about owning $NVDA.
As the industry matures, value is spreading across the entire server supply chain, from chips and memory to networking, optics, power management, packaging, and manufacturing equipment. Every AI server shipped creates demand for dozens of companies beyond the headline names.
The obvious winners remain $NVDA, $AMD, $MU, and $SMCI. But some of the biggest opportunities may be further down the stack.
Names like $CRDO, $MXL, $FN, $LITE, and $COHR are critical to the optical infrastructure needed to move massive amounts of data between AI clusters.
Companies like $TTM, $AMKR, and $ASE support the packaging, testing, and manufacturing processes that make advanced chips possible.
Meanwhile, $ANET, $CSCO, and $MRVL are helping build the networking backbone of the AI era.
The market's first instinct is usually to buy the platform leader. The next phase is identifying who benefits when the entire ecosystem scales.
That's why supply chain maps matter.
Ppl ask me sometimes “How you find your trades?”
DAWG I LOOK AT CHARTS 24/7…no bs. During market hours, after market hours, between reps in the gym, before meals come out at restaurants, etc.
Yeh bots, scanners and flow and all that other shyt is kool and ngl they make damn good confluences but I don’t need em at all.
No crutches. Just pure price action between #Strat + #ICT concepts and a hell of a risk management system as a foundation.
One way to level up as a trader is to constantly ask yourself:
“WWRD — What Would Retail Do?”
Most retail traders place stops in obvious areas:
• Under wicks
• Below support
• Inside FVGs
• Around volume gaps
Market makers know this… and often use those liquidity pools against them.
Instead of thinking like retail, build your plan around where retail is likely trapped.
More often than not, that puts you trading with the big dawgs instead of against them.
Strange times we living in. Entitlement at an all-time high. Accountability at an all-time low.
Gas prices got me thinking about investing in some walking shoes. Everybody wants grace, patience, and understanding… but very few people are willing to take ownership of the choices that put them there.
You can do a million things for people, they’ll remember the one thing you didn’t do😮💨
Accountability has to stop being looked at as punishment and more seen as growth.
🔔🔔🔔
Someone once told me:
People will look out the window before they look in the mirror 🥃🧊
Many don’t start investing because $100 per week is “nothing”.
If you invested that amount into $QQQ over the last 10 years you would have $150,000+ today.
Just start.
The idea of “I’m here for a good time not a long time” will keep my Generation poorer and poorer.
Have fun now but remember you’re 23 but one day you're going to be 33.
Handle Business.
Are you using the IB?
I’m seeing a massive increase in the use of the Initial Balance.
Happy to see everyone using it!
BUT, if you’re going to use it, make sure you’re learning the right way.
A lot of the post I’m seeing this weekend are showing the unprofitable route.
"A trader who really knows the strengths and weaknesses of his or her own strategy can do significantly better than someone who knows only a little about a superior strategy."
I’m aware of what’s happening in the world, but I refuse to let it wreck my nervous system.
I’m creating, meditating, reading, and pouring into myself as much as possible.
Every day I choose to chase the unthinkable instead of settling for average. I’m always going to aim for what feels impossible, no matter how many times I fall. I’ll continue to get back up, because every single day is a new opportunity to grow
Traders shouldn’t set daily, weekly, or quarterly profit goals.
It adds psychological pressure.
It shifts focus from execution to outcome.
And when you’re “behind,” your brain starts forcing trades.
Instead:
Make your goal flawless execution.
Let money be the byproduct.
I know I know. Coming from a person (me) who trades 10,20,50+ cons at time, hits 500-1000%+ ROI, also having a group full of students who do the same… I think the talk about people trading 1-2 contracts, or if we going for high ROI it’s gambling blah blah, or trading weeklies. it’s just traders projecting what they’re incapable of. Point blank. And because too, it seems like we are doing “more.”
But let’s be real — if someone is consistently posting 200%, 300%, 500%, even 1,000% wins… at some point it stops being luck, gotta be 😮💨
If it was really hoping & praying, then those prayers are getting answered way too often.
The truth is, it’s strategic. not everyone can read price like Others or have discipline to hold until a further target like others.
Reading price instead of emotions can be hard for some. What be happening is this:
When someone can’t hold a trade long enough or doesn’t trust their analysis, they size up instead. Not cuz it’s safer — but cuz they need bigger size position to make up for smaller ROI.meaning the 10-20=2,3,5k.
1-2 contracts with discipline > ten contracts with no patience, no good price read.
Same market. Same charts. Same opportunities.
Different execution, different results. Just different I guess.
You want yearly salaries in one day but won't do the work.
You want to retire your parents but think it's easy.
You want freedom but cry at losses.
This is why you're broke.
The pain is the price.
Pay it or quit.