This isn’t about nvidia who is the father of ai chip money printer. I’m talking about the side stories like lite and sndk
Without being a troll can someone come up with a way to find other such side stories ? Literally writing this thinking of using chatgpt in research mode but I don’t have the full version
A smart guy said you there is a path to follow It’s hardware software then distribution and application
The next layer is going to be networks. I’m skeptical though since we have huge throughput via fiber already.
Any thoughts on the next 10x or 50x?
How can someone find the next sndk?
byu/goldtank123 instocks
Posted by goldtank123
17 Comments
You don’t have the sand to hold something until 50x.
You need to find bottlenecks and check if the market hasnt reacted to it, the market is always right but many times late and wrong.
Look for bottlenecks.
Start with the bottleneck, not the ticker. What part of the AI stack is scarce. Who controls it. Who gets paid before the clean story reaches CNBC. Chips were obvious after the money was already made. The side stories are usually uglier. Power. Cooling. Memory. Storage. Optical parts. Networking. Testing equipment. Data center land. Contract manufacturing. Software that actually reduces labor, not just wears an AI sticker.
Then check if the market still prices it like the old business. Sales turning. Margins moving. Backlog. Real customers. Balance sheet not bleeding out. No constant dilution. A 10x usually looks uncomfortable early. A 50x usually comes with enough risk to ruin people who size it like a sure thing.
ChatGPT can help map the supply chain. It cannot make the entry sane. The real question is where the system is short capacity and who owns the piece nobody gets to skip.
you take a look at the broader picture with Hantavirus and realise that you’re early and MRNA is going to tenbag and then you buy MRNA. The only thing that really matters in investing now is the news cycle.
*shakes crystal ball*
Good luck
Can anyone tell me the ticker for bottleneck??
You heard from here first. Only one exists after SNDK and its “Now” and also “Crm”.
Probably the same answer as the posts asking the same thing
QS
You can’t.
the next sndk is short sndk
substack
Mods on investing subs should ban people who posts shits like this. Brought nothing to discussion.
The answer is always the same: nobody fucking knows. If making money were that easy everyone would be rich.
Datavault AI “perhaps”.
Chasing 10x and 50x is how most people lose money. You might want to find them in advance, but you likely won’t, and statistics show you’ll probably underperform a basic index fund trying it
Next SNDK is SNXX 🚀