400% my account in one year. Biggest winners and new portfolio (Ai Infra Build Out) going forward. Many more 10x bagger to be made!

I’m going all in on the data center AI infrastructure build out.

All the shit it takes to actually build the GPUs, machines, power, and data centers.

I also love the bottlenecks of sub components that are popping up – lasers, networking, photonics, optics, transmissions, power and neo clouds.

This stuff is too complicated for WSBs to follow, but this is where all the gains in the market YTD have been. Retail has completely sat out this run.

Some other names in this bucket I put very sizable bets on are:

$AMKR – Amkor Technologies

$CIEN – Ciena

$DRAM – Memory ETF

$CRDO – Credo Technologies

$LITE – Lumentum

$FN – Fabrinet

$VICR – Vicor

$FPS – Forgent Power

$GLW – Corning

$ASX – Ace Technology

$CSCO – Cisco

$VIAV – Viavi

$MTSI – MACOM

$AAOI – Applied Optoelectronics

$GFS – Global Foundry Systems

$CRWV – CoreWeave

$STEM – Stmicroelectronics

$AMET – Arista

$PWR – Quanta

Check out the 3-month or 1-year charts of any of these names. It’s nuts! No one knows about these companies and their stock charts will ripe your face off!