September AI portfolio:
50% $ASMLB ,
30% $AMDB ,
20% $AVGOB Broadcom.
My thesis is simple: own the infrastructure behind AI, not just one app. ASML sits at the leading-edge lithography bottleneck; AMD challenges the GPU leader;
Broadcom builds custom AI silicon and networking for hyperscalers. Binance bStocks may add 24/7 access, fractional entry from about $5.
The real test is whether the allocation makes sense across the full chain, not whether one ticker wins every month.
#bStocks #AIStocks #ASML #AMD #Broadcom
50% $ASMLB ,
30% $AMDB ,
20% $AVGOB Broadcom.
My thesis is simple: own the infrastructure behind AI, not just one app. ASML sits at the leading-edge lithography bottleneck; AMD challenges the GPU leader;
Broadcom builds custom AI silicon and networking for hyperscalers. Binance bStocks may add 24/7 access, fractional entry from about $5.
The real test is whether the allocation makes sense across the full chain, not whether one ticker wins every month.
#bStocks #AIStocks #ASML #AMD #Broadcom