The thesis:
- AI needs chips
- Chips need memory
- Memory companies = chip companies
- Buy all the chip companies
- ???
- Profit
Things I learned:
- MU apparently makes the memory that goes in AI servers (bullish)
- WDC makes hard drives AND chips (didn't know that)
- SNDK is expensive AF ($964/share) and I only have 111 shares because I'm poor
- AVGO is what smart people buy when they want chip exposure
- RKLB isn't a chip company, but rockets 🚀 go up tho.
My chip portfolio goes 🚀. My technical analysis was 'computer need chip, chip go brrr' 🖥️💸
byu/Lilltoe inwallstreetbets
Posted by Lilltoe
10 Comments
your logic is more solid than half the DD posts here, computer definitely need chip so chip definitely go up 📈
spot on. don’t cheap on the chip, just chip-in !
I think this is the single most intelligent DD I ever read on WSB. And not even 0dte options, just stocks.
Go away, you‘re ruining the fun for me.
My goodness
Congrats on the 7th digit!
hey OP what happens when AI company REALLY want chip but chip company can’t fulfill demand ?
This guy doesn’t belong here fellas.
https://preview.redd.it/ty664kynrwwg1.png?width=588&format=png&auto=webp&s=92fe9458397f7cf79d4fc01b5ce259e6737ffb9a
Was this options?
https://preview.redd.it/gfsj5hhovwwg1.png?width=320&format=png&auto=webp&s=05f07676a3b0c1f5d5d02659a4393c2aa0332ed0