Mary Beth Berg

$SPY AI Infrastructure — YTD Returns & Why They will keep going higher... 1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need massive storage capacity for training datasets and model checkpoints 2. $WDC+333.17% — Hard drive + flash storage for hyperscale data centers. Storage is the unglamorous but essential layer under every AI buildout someone has to hold all that training data. 3. $MU +297.32% — DRAM/HBM leader, direct beneficiary of the memory bottleneck Jensen Huang has flagged repeatedly. HBM feeds GPUs the bandwidth they need; without it, the chips wait. 4. $STX +288.62% — Storage infrastructure, same thesis as WDC. Mass capacity drives for AI data lakes and archival of training data. 5. $INTC +263.12% — Foundry + CPU maker repositioning around AI accelerators and U.S. domestic chip manufacturing (CHIPS Act beneficiary). Strategic national-security angle on top of the AI angle. 6. $DELL +225.31% — Builds the AI servers (with Nvidia GPUs inside) that hyperscalers and enterprises actually deploy. Picks-and-shovels exposure to AI server demand. 7. $AMD +150.92% — Nvidia's primary GPU competitor, plus growing data center CPU share. Diversification play for the AI compute layer as hyperscalers seek a second source. 8. $AMAT +140.13% — Semiconductor equipment maker. Every advanced chip GPU, HBM, logic needs AMAT's tools to get fabricated. Upstream of literally everything. 9. $LITE +130.61% — Optical components for data center interconnects. As AI clusters scale, data has to move between racks and buildings at light speed this is the bottleneck layer. 10. $LRCX +127.27% — Another core semiconductor equipment name, etch/deposition tools critical for advanced node and memory chip production. 11. $TER +126.25% — Chip testing equipment. Every AI chip needs to be tested before shipping; volume scales directly with chip production volume. 12. $ON +124.60% — Power semiconductors. AI data centers are power-hungry; ON's chips manage power delivery and efficiency at scale. 13. $GLW +122.61% — Fiber optic cable and glass substrate manufacturer. Physical backbone for data center networking and high-speed interconnects. 14. $KLAC +113.62% — Process control and inspection equipment for semiconductor fabs. Ensures yield on the advanced chips powering AI quality control layer of the supply chain. 15. $COHR +111.07% — Optical and laser components, datacenter interconnect and photonics exposure. Same bottleneck thesis as LITE bandwidth between AI clusters. 16. $FIX +110.80% — Mechanical/electrical contractor building out data center HVAC and infrastructure. Unsexy but critical AI data centers generate enormous heat and need cooling infrastructure installed. 17. $Q +106.96% — Electronics manufacturing; check ticker/sector specifics before publishing, this one's less universally recognized as a pure AI name. 18. $VRT +105.57% — Data center power and cooling systems specialist. Direct beneficiary of the AI data center buildout thermal management is a hard constraint on how dense you can pack GPUs. ♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 to buy dips for this year. (Not on list...)

itsmichaelluu's tweet photo. $SPY AI Infrastructure — YTD Returns & Why They will keep going higher...

1. $SNDK +820.36% — Spun off from Western Digital, pure-play NAND flash exposure. AI data centers need massive storage capacity for training datasets and model checkpoints

2. $WDC+333.17% — Hard drive + flash storage for hyperscale data centers. Storage is the unglamorous but essential layer under every AI buildout someone has to hold all that training data.

3. $MU +297.32% — DRAM/HBM leader, direct beneficiary of the memory bottleneck Jensen Huang has flagged repeatedly. HBM feeds GPUs the bandwidth they need; without it, the chips wait.

4. $STX +288.62% — Storage infrastructure, same thesis as WDC. Mass capacity drives for AI data lakes and archival of training data.

5. $INTC +263.12% — Foundry + CPU maker repositioning around AI accelerators and U.S. domestic chip manufacturing (CHIPS Act beneficiary). Strategic national-security angle on top of the AI angle.

6. $DELL +225.31% — Builds the AI servers (with Nvidia GPUs inside) that hyperscalers and enterprises actually deploy. Picks-and-shovels exposure to AI server demand.

7. $AMD +150.92% — Nvidia's primary GPU competitor, plus growing data center CPU share. Diversification play for the AI compute layer as hyperscalers seek a second source.

8. $AMAT +140.13% — Semiconductor equipment maker. Every advanced chip GPU, HBM, logic needs AMAT's tools to get fabricated. Upstream of literally everything.

9. $LITE +130.61% — Optical components for data center interconnects. As AI clusters scale, data has to move between racks and buildings at light speed this is the bottleneck layer.

10. $LRCX +127.27% — Another core semiconductor equipment name, etch/deposition tools critical for advanced node and memory chip production.

11. $TER +126.25% — Chip testing equipment. Every AI chip needs to be tested before shipping; volume scales directly with chip production volume.

12. $ON +124.60% — Power semiconductors. AI data centers are power-hungry; ON's chips manage power delivery and efficiency at scale.

13. $GLW +122.61% — Fiber optic cable and glass substrate manufacturer. Physical backbone for data center networking and high-speed interconnects.

14. $KLAC +113.62% — Process control and inspection equipment for semiconductor fabs. Ensures yield on the advanced chips powering AI quality control layer of the supply chain.

15. $COHR +111.07% — Optical and laser components, datacenter interconnect and photonics exposure. Same bottleneck thesis as LITE bandwidth between AI clusters.

16. $FIX +110.80% — Mechanical/electrical contractor building out data center HVAC and infrastructure. Unsexy but critical AI data centers generate enormous heat and need cooling infrastructure installed.

17. $Q +106.96% — Electronics manufacturing; check ticker/sector specifics before publishing, this one's less universally recognized as a pure AI name.

18. $VRT +105.57% — Data center power and cooling systems specialist. Direct beneficiary of the AI data center buildout thermal management is a hard constraint on how dense you can pack GPUs.

♻️ RESHARE this post and write 1 comment, I'll DM you my top 3 to buy dips for this year. (Not on list...)

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BergBeth75137 retweeted

Con

@__Con_

3 months ago

ALL IN TRADE (1k-100k challenge): We played this perfectly... After a 5% gain on $BRUN the first trade, and 10% gain on $OPTX the second trade, I'm going for a bigger % gain this time. Back in $BRUN. Here's what I'm seeing: BRUN/OPTX looks bottomed here (means BRUN should outperform OPTX here). $BRUN also just consolidated over ATH levels, finished its A-B-C wave lower, and is looking like it wants to go much higher. It also just survived massive FUD. TLDR; I just bought $BRUN and closed my $OPTX here. Trade receipts posted below... @kevinxu @CKCapitalxx @bmthofficial you guys might like this post. *This is a very, very small percent of my portfolio. My long-term positions are in $BRUN, $OPTX, and the other AI stocks such as $ASYS, etc., which are active.

__Con_'s tweet photo. ALL IN TRADE (1k-100k challenge):

We played this perfectly...

After a 5% gain on $BRUN the first trade, and 10% gain on $OPTX the second trade, I'm going for a bigger % gain this time.

Back in $BRUN.

Here's what I'm seeing:

BRUN/OPTX looks bottomed here (means BRUN should outperform OPTX here).

$BRUN also just consolidated over ATH levels, finished its A-B-C wave lower, and is looking like it wants to go much higher.

It also just survived massive FUD.

TLDR; I just bought $BRUN and closed my $OPTX here.

Trade receipts posted below...

@kevinxu @CKCapitalxx @bmthofficial you guys might like this post.

*This is a very, very small percent of my portfolio. My long-term positions are in $BRUN, $OPTX, and the other AI stocks such as $ASYS, etc., which are active.

85K

Mary Beth Berg @BergBeth75137

2 months ago

@itsmichaelluu Holler at me

BergBeth75137 retweeted

Michael | Hypermarkets

@itsmichaelluu

3 months ago

$SPCX is trading at $167 can hit $800-$1000+ in 2 years. Here's 12 stocks under $12 that will do exactly the same: 1. $TE ~$9.00 Leopold's highest-conviction pick, AI infrastructure demand still massively underestimated. 2. $KEEL ~$5.96 Secured power assets, AI data centers, hyperscaler demand accelerating rapidly. 3. $ONDS ~$9.78 Private wireless networks becoming critical for defense and industrial automation. 4. $POET ~$13.25 Optical engines could solve AI networking bottlenecks at massive scale. 5. $CIFR ~$25 Converting cheap power into valuable AI compute infrastructure assets. 6. $WULF ~$27 One of the purest AI data center transformation stories. 7. $HIVE ~$4.00 Expanding from mining into high-margin AI cloud compute services. 8. $SATL ~$6.95 Satellite communications positioned for growing defense and government spending. 9. $NOK ~$15.10 Global telecom infrastructure beneficiary of AI-driven network upgrades. 10. $BTDR ~$18.97 Rapidly scaling AI compute business with attractive power economics. 11. $LAES ~$3.26 Quantum-safe cybersecurity becoming essential as AI adoption accelerates globally. 12. $CLSK ~$17.44 Strong balance sheet, growing infrastructure footprint, execution steadily improving. If AI, memory, power, and space infrastructure continue expanding, several of these could be dramatically higher by 2030. ♻️ WRITE 1 comment then RESHARE this post, I'll DM the exact call option to get for $TE and $KEEL for 10x winner.