BREAKING: The affordability crisis is so bad that, for the first time ever, both mom and dad are working full-time in most American families, per FORTUNE
This dip is an opportunity to buy stocks in the data centre value chain:
$AMD — CPU/GPU designer for PCs, servers, AI. Fabless via TSMC.
$VRT — Power and cooling infrastructure for data centers.
$ANET — Makes high-speed networking switches and software for cloud data centers.
$MU — Makes DRAM and NAND. Key HBM supplier for AI.
$NBIS — GPU cloud and AI infrastructure. Former Yandex spinoff.
$VST — Power generation operator. Leverages data center electricity demand.
HOLY SHIT!
🇺🇸 The NYT just put a number on it.
Trump has pocketed $1.4 BILLION since returning to office.
He's made more in the last year than the rest of his life combined.
Let that sink in...
Chris Camillo reveals he spends 50 to 80 hours researching trades before making them
“When I develop a high-conviction thesis like I did with $BE , with $HOOD , especially with $AMZN , I'll generally spend anywhere between 50 and 80 hours doing deep-dive due diligence."