I sold $MU too early and it still hurts a little ngl
I sold $MU too early and it still hurts a little ngl
Watched it go from a stock nobody cared about to a trillion dollar AI winner and I was there for the early part then just... left.
The thesis was right. I just didn't see how big it could actually get. Classic "saw the move, didn't hold the move" situation.
Now everyone's talking about GPUs and software but honestly I think the next big AI trade is hiding somewhere less obvious.
Memory was the bottleneck last time. So what's next?
Networking? Power? Cooling? Storage? Data center infrastructure?
I've been eyeing names like and trying to figure out where the next real squeeze is coming from before it becomes obvious to everyone else.
Because by the time it's obvious it's usually too late.
What do you think is the next AI bottleneck trade nobody is talking about yet?
Feels like power and cooling are the next sneaky AI bottleneck trades. These AI data centers are becoming absolute energy monsters, and most people still aren’t paying attention to that side yet.
networking is definitely a strong candidate for the next bottleneck. arista networks seems to be in a good spot as more companies scale up their ai clusters.
