So let me get this straight...
1) Semiconductor stocks are up 107% this year.
2) The Mag 7 names are down 8% because they're spending hundreds of billions on semiconductors.
3) The market expects this capex cycle to continue indefinitely.
Have I got that right?
Buying $UNH below $300 was like taking candy from a baby.
Once a while, Mr Market gives us these no-brainer ways to make money. When you see you, you have to just act!
The Nasdaq 100 $QQQ closed below its 200-day average for the first time in over a year.
Watch the next 2 weeks.
Every time it lost its 200-day after an extended run and suffered at least a -3.5% drawdown within the next 2 weeks, it led to a bear market.
When the 2-week drawdown was less than -3.5%, 1-year returns were positive every time.
A List of AI Data Center Stocks:
Cloud Service Providers
$AMZN Amazon AWS
$MSFT Microsoft Azure
$GOOGL Google Cloud
$ORCL Oracle Cloud
$BABA Alibaba Cloud
$IBM IBM Cloud
Semiconductors
$NVDA Nvidia
$AMD Advanced Micro Devices
$INTC Intel
$AVGO Broadcom
Server Solutions
$SMCI Super Micro Computer
$VRT Vertiv Holdings
$DELL Dell Technologies
$HPE Hewlett Packard Enterprise
Networking Equipment
$CSCO Cisco Systems
$ANET Arista Networks
$JNPR Juniper Networks
$EXTR Extreme Networks
$FFIV F5 Networks
$MRVL Marvell Technology
$INFN Infinera
$CIEN Ciena
Data Center Operators
$GDS GDS Holdings
$VNET VNET Group
$AMT American Tower
Specialized Cloud
$NTNX Nutanix
$DOCN DigitalOcean
Data Management and Analytics
$PLTR Palantir Technologies
$SNOW Snowflake
$MDB MongoDB
$ESTC Elastic
$GTLB GitLab
$DDOG Datadog
$CFLT Confluent
$NOW ServiceNow
Foundational Models
$META Meta Platforms (Llama)
$MSFT Microsoft (OpenAI)
$AMZN Amazon (Anthropic)
$GOOGL Google (Gemini)
Dedicated Data Center REITs
EQIX Equinix
DLR Digital Realty Trust
Energy Providers
$VST Vistra Corp
$CEG Constellation Energy Group
ETR Entergy
SO Southern Company
PNW Pinnacle West Capital
WEC WEC Energy Group
NEE NextEra Energy
D Dominion Energy
SRE Sempra Energy
DUK Duke Energy
Day-207: Emotional bomb
What will you do when you wanna explode ?
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