v3v

Eye2Eye

[Michael | Hypermarkets @itsmichaelluu]

$MU is the biggest bottleneck for AI infrastructure.

It's revenue increased 346% in 1 year.

Here's 20 AI bottleneck stocks to buy:

Memory / Storage

1. $MU — HBM monopoly w/ SK Hynix, Samsung; 2026 sold out, ramping for 2027.

2. $SNDK — NAND flash bottleneck; up 464% in 2026 on supply tightness.

3. $WDC / $STX — HDD makers; AI storage demand outstripping supply, pricing power surging.

Compute / Foundry

4. $NVDA — GPU compute layer; nothing trains at scale without their chips.

5. $TSM — Sole advanced foundry (3nm/2nm) for $NVDA, $AAPL, $AMD; no alternative.

6. $ASML — Only EUV lithography maker; TSMC literally can't make chips without it.

7. $AVGO — Custom AI ASICs (Google TPU, Meta) + networking switches; quietly indispensable.

8. $INTC — Foundry capacity, packaging, CPUs flagged as next bottleneck layer.

9. $GFS — Mature-node (28nm-90nm) chips now bottlenecked; pricing power returning.

Networking / Optical

10. $ANET — AI cluster networking; GPUs can't function as one supercomputer without it.

11. $COHR — Optical transceivers for AI cluster interconnects; NVDA took a $2B stake.

12. $CIEN — Optical "pipes" moving massive AI traffic between data centers.

13. $ALAB / $CRDO — Connectivity chips linking GPUs at rack/cluster scale.

14. $POET — Pure-play photonics; optical engines for AI data centers.

Power / Cooling

15. $VRT — Liquid cooling/power distribution; GPU racks now run too hot for air cooling.

16. $ETN — Electrical/power delivery systems; data center power buildout chokepoint.

17. $CEG — Largest US nuclear operator; pre-sold gigawatts to AI hyperscalers.

18. $BE — On-site fuel cell power; faster deployment than waiting on grid upgrades.

19. $GEV — Gas turbines sold out through 2028; power is now the #1 gating constraint.

Server / Integration

20. $DELL — Rack-scale AI server integrator turning GPUs into deployable systems.

♻️ RESHARE this post and write 1 comment, I'll DM you my plays that will explode like $MU did for earnings.

[v3v @randomgazerr]

@astocks92 Googl

[v3v @randomgazerr]

RT @DividendTalks: 🇺🇸 US Inflation Just Dropped:

Inflation rises to 4.2% 🔴

[v3v @randomgazerr]

@Glitch_Trades Where is the next rotation happening soon?

[Shay Boloor @StockSavvyShay]

Anthropic is reportedly in talks to rent servers powered by $MSFT Maia AI chips as it looks for more compute to run Claude.

This shows how severe the AI compute shortage still is with frontier labs needing every viable source of capacity they can get.

[v3v @randomgazerr]

@SRxTrades Swing

[Shay Boloor @StockSavvyShay]

$IONQ Q1 EARNINGS

• Revenue $65M vs Est. $50M
• EPS $2.07 vs Est. ($0.52)
• Cash: $3.1B

FY26 Guidance
• Revenue $265M vs Est. $236M
• RPO: $470M (+554% YoY)

First 256-qubit (6th-gen) chip-based system sold to University of Cambridge

[v3v @randomgazerr]

@vulturetrades $100 strategy

[v3v @randomgazerr]

@vulturetrades $SPY

[v3v @randomgazerr]

@Manu_Sisti Claude

[v3v @randomgazerr]

@MapleStax CBC

[v3v @randomgazerr]

@Glitch_Trades For this tier, do you give us suggestions to enter and exit trades?

[v3v @randomgazerr]

@Simply0DTE @SkylitAI Skylit

[Giul @Simply0DTE]

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[v3v @randomgazerr]

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[v3v @randomgazerr]

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[v3v @randomgazerr]

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[v3v @randomgazerr]

@Glitch_Trades Heatseeker

[Glitch @Glitch_Trades]

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[v3v @randomgazerr]

@Simply0DTE @SkylitAI Want to get your membership badly from past 2 months but my paycheck is not supporting me 😅