If you haven't figured it out yet: dips are for buying.
The AI capex cycle and data center buildout aren't slowing down. Anyone panicking over hyperscaler spending doesn't understand how much compute the agentic AI and robotics economy will actually require.
We're nowhere near having enough capacity today.
We need dramatically more semiconductors, neocloud infrastructure, power generation, networking, cooling, and memory. The strongest companies solving these bottlenecks have years of runway ahead.
This AI buildout is a multi-year theme. Don't let short-term volatility shake you out of a long-term structural thesis.
We were early on $MU, $BE, $CRDO, $NBIS and other AI infrastructure names โ and we're still using dips as entry points. The cycle isn't over. It's just getting started.
The AI capex cycle and data center buildout aren't slowing down. Anyone panicking over hyperscaler spending doesn't understand how much compute the agentic AI and robotics economy will actually require.
We're nowhere near having enough capacity today.
We need dramatically more semiconductors, neocloud infrastructure, power generation, networking, cooling, and memory. The strongest companies solving these bottlenecks have years of runway ahead.
This AI buildout is a multi-year theme. Don't let short-term volatility shake you out of a long-term structural thesis.
We were early on $MU, $BE, $CRDO, $NBIS and other AI infrastructure names โ and we're still using dips as entry points. The cycle isn't over. It's just getting started.
