Blieel - DB invseting.

110 posts

Blieel - DB invseting.

Blieel - DB invseting.

@Wajam11

Katılım Ocak 2022
55 Takip Edilen38 Takipçiler
Bilaal- BD investing
Bilaal- BD investing@bdinvestingg·
“Chip & AI stocks are done for , the rotation into SaaS is coming”
Bilaal- BD investing tweet media
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Bilaal- BD investing
Bilaal- BD investing@bdinvestingg·
“AI AI AI” have you actually seen a server rack or photonics & connectivity in real life ? I engineer and install data infrastructure for the last 10 years here’s a glimpse $AAOI $AMD $LITE $CRDO $ANET $ETN $VRT
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Bilaal- BD investing
Bilaal- BD investing@bdinvestingg·
Most of you have no patience; you want to buy a stock and immediately have it go up. Social media & movies have romanticized day trading/investing. The real money is made when theres blood on the streets & tirelessly waiting for the thesis to play out
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Bilaal- BD investing
Bilaal- BD investing@bdinvestingg·
From compute to power, these are the picks-and-shovels plays across 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.
Bilaal- BD investing tweet media
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Keşfet

@bdinvestingg @elonmusk @BarackObama @taylorswift13 @cristiano @BillGates @NASA @nikifrancismediavine