ByteDance is secretly training a 10 TRILLION parameter AI model — 3x bigger than Kimi K3, gunning straight for Anthropic's Mythos.
ByteDance doesn't need your money or an IPO. But their supply chain? That's where the alpha is.
Here's the real play:
$NVDA — H200/Blackwell clusters powering the whole thing
$AVGO — Custom AI chip partner + high-speed networking backbone
$TSM — Fabbing everything, capacity squeezed to the max
$MU — HBM memory supplier, bottleneck = pricing power
$SMCI — AI server assembly beast, orders surging with every GPU deployment
$VRT — Liquid cooling for monster clusters, heat = their revenue
$ANET — AI datacenter switches, GPU interconnect king
$MRVL — High-speed connectivity + custom ASIC specialist
601138 (Industrial Fulian) — Server ODM heavyweight
300308 (Zhongji Xuchuang) — 800G/1.6T optical modules flying off shelves
000977 (Inspur) — Domestic AI server lead
$AMAT — Chipmaking equipment upstream, TSMC's lifeline
Chips and memory are ALWAYS the chokepoint. Follow the iron, not the hype.
ByteDance doesn't need your money or an IPO. But their supply chain? That's where the alpha is.
Here's the real play:
$NVDA — H200/Blackwell clusters powering the whole thing
$AVGO — Custom AI chip partner + high-speed networking backbone
$TSM — Fabbing everything, capacity squeezed to the max
$MU — HBM memory supplier, bottleneck = pricing power
$SMCI — AI server assembly beast, orders surging with every GPU deployment
$VRT — Liquid cooling for monster clusters, heat = their revenue
$ANET — AI datacenter switches, GPU interconnect king
$MRVL — High-speed connectivity + custom ASIC specialist
601138 (Industrial Fulian) — Server ODM heavyweight
300308 (Zhongji Xuchuang) — 800G/1.6T optical modules flying off shelves
000977 (Inspur) — Domestic AI server lead
$AMAT — Chipmaking equipment upstream, TSMC's lifeline
Chips and memory are ALWAYS the chokepoint. Follow the iron, not the hype.