🔥 AI infrastructure watchlist:
$MU
$SKHYNIX
$SNDK
$SPCX
MU, SKHYNIX and SNDK are particularly interesting because the AI buildout has increased attention on both memory and storage. SPCX is less directly connected to that theme, but can still benefit from broader speculative risk appetite.
$MU
$SKHYNIX
$SNDK
$SPCX
MU, SKHYNIX and SNDK are particularly interesting because the AI buildout has increased attention on both memory and storage. SPCX is less directly connected to that theme, but can still benefit from broader speculative risk appetite.