LennyDoodle retweetledi

10 years ago, AMD was trading at $2 and up 21500% now.
AMD was losing money, but their technology was powerful.
20 stocks with same set-up as AMD (price target 1 year from now):
1. $SMCI (~$35) Full-rack liquid-cooled AI GPU servers shipped direct to data centers at scale. PT: $70
2. $APLD (~$40) Building AI factory campuses for hyperscalers just signed a $7.5B lease. PT: $120
3. $VIAV (~$54) Tests and validates every optical AI data center link before it goes live. PT: $200
4. $SOUN (~$9) Conversational AI agents handling drive-thrus, healthcare, and enterprises at scale. PT: $30
5. $DOCN (~$161) Inference cloud for AI startups saving 15% vs AWS — 254% ARR growth. PT: $600
6. $FORM (~$150) Advanced probe cards that test every AI chip before it ships from the fab. PT: $400
7. $AEHR (~$96) Burns-in and stress-tests silicon carbide and AI chips before deployment. PT: $225
8. $ACMR (~$55) Wet cleaning tools that remove nanoscale contaminants from every AI wafer. PT: $160
9. $POWI (~$78) Power conversion chips cutting energy waste inside every AI server. PT: $210
10. $WOLF (~$43) Silicon carbide wafers enabling more efficient power delivery for AI data centers. PT: $100
11. $AMBA (~$75) Edge AI inference chips for surveillance, autonomous vehicles, and robotics. PT: $120
12. $SLAB (~$220) Mixed-signal chips connecting the sensors and IoT devices in every AI edge system. PT: $600
13. $MKSI (~$300) Gas and power delivery systems used inside every AI semiconductor fab. PT: $600
14. $OSIS (~$240) AI-powered inspection systems securing airports, ports, and critical infrastructure. PT: $400
15. $KOPN (~$5) Microdisplay chips for AR/VR headsets running AI at the edge. PT: $12
16. $MAPS (~$1) Maps and spatial data powering AI navigation and autonomous vehicle systems. PT: $2
17. $IONQ (~$54) Quantum computing hardware that will run AI workloads beyond classical chip limits. PT: $200
18. $AUR (~$7) Autonomous trucking AI hitting commercial launch across U.S. freight lanes. PT: $22
19. $SERV (~$10) Sidewalk delivery robots bringing AI physical autonomy to last-mile logistics. PT: $25
20. $BBAI (~$4) AI decisioning software for defense and intelligence agencies at classified scale. PT: $12
My favorite 4 are AUR, APLD, IONQ, SERV. Especially if the world becomes more automated with robots and self-driving.

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