I think if you’re looking to buy the AI dip 5 names I think are worth looking at: • $AMKR - Packaging is one of the largest bottlenecks in the chip market right now. Read $TSM earnings. Amkor is one of the only companies that can do it at scale. And they are US based not Taiwan. This trade just got even stronger with the new china 🇨🇳 us election interference tension • $NBIS Kimi k3 will hurt companies like Anthropic/openai but benefit companies like Nebius who own the computer and have the software layer Cheaper models = more inference = more compute demand $PENG • monster earnings + AI infrastructure buildout play. Went up to $90 now back to $64. Exactly what will be needed if open source continues to take the lead $NOK The next layer of AI is physical AI This can’t happen wi
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