i got KLA and AMAT in the port but man do i regret selling LRCX for teeny gains a few weeks back

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Anyone that missed the ORCL, NBIS, CRWV gains- don't forget that these companies are taking on debt to build data centers because hyperscalers (Microsoft/Amazon/Google) would rather not make this kind of capital expenditures directly. The real winners will be the companies that sell to the AI data center companies: * Chips: NVDA, AMD, AVGO, TSM, MRVL, INTC(?), QCOM(?), ... * Memory: MU, ... * Networking: ANET, AVGO, NVDA,... * Power/cooling: VRT, ... * Raw materials: AMAT, LRCX * Chip Design: SNPS, CDNS, ARM * Lithography: ASML * Electricity: CEG, OKLO, VST, GEV...

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AMAT ripping?? Riding the AI train

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Why is AMAT up 4%?

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KLAC and ONTO for inspection. Also wdym by "raw materials" and how do AMAT and LRCX fit that?

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ORCL, NBIS, CRWV are building massive data centers. What are some good pick and shovel plays??? * Chips: NVDA, AMD, AVGO, TSM, MRVL, INTC(?), QCOM(?), ... * Memory: MU, ... * Networking: ANET, AVGO, NVDA,... * Power/cooling: VRT, ... * Raw materials: AMAT, LRCX * Chip Design: SNPS, CDNS, ARM * Lithography: ASML * Electricity: CEG, OKLO, VST, GEV... ***Save this and add more tips in comments***

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opened up a position in AMAT today. looking at LRCX and KLA if they ever drop

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im lookin at asml, lrcx, amat, and kla but godspeed

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