This can change week to week based on price action ie valuations & multiples but as of today, my 8 favorite ai stocks outside of data centers and neoclouds are: $CRDO $ALAB $MU $HYNIX $AAOI $LITE $BE $FPS This covers you for connectivity, memory, opticals and power… ie my favorite 2 from each group. We also own $NVDA $AMD $INTC but those valuations are much less compelling at current prices. I do think $NVDA looks cheap but it’s already a $5T company and I don’t think the stock doubles over the next few years because of increasing competition from TPUs and ASICs. NFA. DYOR. *We own all 11 stocks mentioned in this post at @FirstWaveFund and we started a new position in $AVGO this morning (premarket).
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