Wan retweeted
TOP 5 POSITIONS IN MY GROWTH PORTFOLIO
1. $SITM supplying precision timing chips that keep faster AI networks synchronized
2. $AEHR testing powerful AI chips before they reach deployment
3. $CRDO moving data faster between chips & servers inside AI data centers
4. $RKLB creating a vertically integrated space platform across rockets, satellites, components & defense
5. $FPS delivering customized power equipment faster to get AI data centers online sooner
Wan retweeted
UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Compute
• $IREN $39
• $NBIS $213
• $CIFR $15
• $CRWV $82
AI Power
• $ON $79
• $BE $246
• $NVTS $9
• $VRT $236
AI Connectivity
• $AVGO $334
• $ALAB $251
• $CRDO $171
• $MRVL $231
AI Silicon
• $NVDA $210
• $TSM $398
• $ASML $1,593
• $MU $844
AI Applications
• $PLTR $169
• $NOW $124
• $CRWD $202
• $SNOW $283
Physical AI
• $TSLA $353
• $AMZN $231
• $GOOGL $302
• $VPG $76
Space
• $RKLB $58
• $ASTS $53
• $PL $16
• $RDW $8
Drones
• $ONDS $6
• $AVAV $124
• $KTOS $42
• $MRCY $79
Quantum
• $IONQ $32
• $RGTI $13
• $QBTS $16
• $INFQ $13
Nuclear
• $OKLO $33
• $UUUU $10
• $GEV $942
• $LEU $123
Photonics
• $AAOI $101
• $LITE $731
• $COHR $313
• $AEHR $98
CPU Bottleneck
• $AMD $461
• $INTC $101
• $ARM $235
• $AMKR $54
Wan retweeted
ไม่อยากทำ ง๊านนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนนน
Wan retweeted
แล้วตอนหันแป้นแล้นมากอ่ะ xitter.cf/naomiidb/status/210546…











































