I’m going to focus next on $NVDA , $MU , and $AVGO : there’s a funding logic behind AI infrastructure, storage demand, and custom chips.
Multiple sh*tty data-center connectivity businesses and multiple sh*tty AI accelerator plays are also on my watchlist.
I’m not chasing the shares that turn green on the screen—I’m looking at where AI money is actually going.
What I fear most is manually holding the bag and chasing the wrong direction. The scoring system automatically triggers shorting for names that are “heat-exhausted.” Index short sellers are also part of the process; machine discipline, no emotions. Go to my profile to see the live trades.
Multiple sh*tty data-center connectivity businesses and multiple sh*tty AI accelerator plays are also on my watchlist.
I’m not chasing the shares that turn green on the screen—I’m looking at where AI money is actually going.
What I fear most is manually holding the bag and chasing the wrong direction. The scoring system automatically triggers shorting for names that are “heat-exhausted.” Index short sellers are also part of the process; machine discipline, no emotions. Go to my profile to see the live trades.
