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AImoCaq
58 posts
AImoCaq
@ASucova
Finančné a účtovnícke služby Email: [email protected]
Slovak Republic Katılım Mart 2021
44 Takip Edilen41 Takipçiler
Seeing brutal moves across space and defence names whilst AI semiconductor supply chain continues to pump - seems I was right about the expected rotation.
Space: $ASTS; $RKLB; $FLY; $LUNR; $MDA
Defence: $AVEX; $ONDS; $RCAT
Meanwhile:
Memory: $MU, $SNDK up 4% and 9% respectively
Others: $LPK, $SOI up 12% and 18% respectively
Does the move continue? The AI opportunity is enormous, doing some work at the moment to explain how big
AlmaCap@AlmaCap114204
Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain... We have know the plays for months, institutions are following The AI semis stack has visible capex, fat order books, long-term contracts (see MU signing 3–5 year orders) ...and a much longer runway of optimism ahead. "AI industrial revolution" and "agentics" sounds cool and its only early days... Extraordinary returns for: GPUs, CPUs, photonics, interconnects, and advanced packaging. To name a few: $NVDA, $INTL, $AAOI, $SIVE, $SOI, $MU, $SNDK, $RMBS, $LPK, $IQE, $ALMU Does this continue or is it a good time to move back to the laggards? > Space: $FLY, $ASTS, $RKLB, $MDA, $BKSY > Defence: $AEVX, $ONDS, $PLTR, $KTOS The majority of my portfolio sits in the AI semiconductor supply stack, and outperformance is driving that concentration further.
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Locked in Clue 1: The vintage typewriter’s blank paper hides a UV secret. Crack it before the clock hits zero—escape awaits! #密室逃脱 #EscapeRoomChallenge
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Cozy Sunday afternoon: Sunlight through the window, a steaming mug, and my favorite book. Pure home comfort
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