BREAKING: President Trump says the Trump Administration might buy equity stakes in US AI companies and that he will host a meeting with AI executives as soon as next week, per Reuters.
What stocks are you looking to pickup if the market keeps dipping?
Personally I’d be interested in these
$SE $80
$PENG $50
$RKLB $90
$TE $8
$NBIS $180
$LITE $700
Days like this are really healthy for the market
We might be getting a small pullback on the indexes over the next few days
Some stocks are very extended compared to their EMAs
$MU $SNDK $MRVL
LEOPOLD ASCHENBRENNER LATEST HOLDINGS
$NBIS 28.3%
$SNDK 18.4%
$BE 17.3%
$CRWV 7.1%
$CORZ 6.7%
$IREN 6.6%
$APLD 5.5%
NEBIUS IS HIS LATEST ADDITION AND MAKE UP ALMOST 30% OF HIS COMMON PORTFOLIO
The AI trade is crucial for the next few years.
Not investing in AI, such as robotics, chipmakers, or AI hyperscalers, will be a major regret for many in the future.