Short-term moves create noise. Long-term trends create opportunities. AI remains one of the strongest themes in the market, but the next phase may look different. The first wave was about building powerful models and GPUs. The next wave is about the infrastructure supporting them: • Computing power • Memory capacity • Networking • Data centers The names I’m watching: $NVDA — AI compute leader $AVGO — custom silicon & networking $MU — HBM memory demand $AMD — AI acceleration The AI cycle is still expanding. I’m watching where the next wave of demand flows. Patience creates better entries.

The AI trade is evolving. The first wave was about who builds the most powerful chips. The next wave could be about who enables the entire AI ecosystem. AI needs: • More computing power • More memory capacity • Faster networking • Bigger data center infrastructure The companies behind the scenes may become just as important. Watching: $NVDA — AI compute $AVGO — custom silicon & networking $MU — HBM memory $MRVL — connectivity $AMD — AI acceleration The biggest opportunities are often found before the crowd arrives. 👀 Patience creates better entries.

Volatility is normal. Trends matter more. Yesterday’s market action reinforced one thing: The AI opportunity is bigger than just GPUs. The next winners may come from the companies building the infrastructure behind AI. Watching: $NVDA — AI compute $AVGO — custom silicon & networking $MU — HBM memory $MRVL — connectivity The AI cycle is still in the early stages. Watching the next setup. 👀