White-haired stock guru Serenity @aleabitoreddit latest watchlist, I've got it all organized for you.
Check out the 5th, 6th, and 7th charts in the comments section.
Quick summary:
Her main strategy isn't just about buying big AI stocks, but about betting on the most critical bottlenecks in AI infrastructure:
CPO, 1.6T, AI photonics, InP, lasers, SiPh, compound semiconductors.
High conviction / heavyweight picks include:
SIVE, AAOI, AXTI, IQE, LITE.
More defensive and foundational combo plays are:
TSEM, SOI.PA, COHR.
High beta and supporting plays include:
Green Harmonics, Win Semi, XFAB, JBL, MRVL, HPS.A.
Other directions she mentioned are:
NVTS, WOLF, INTC, MU, GFS, AEHR, POET, HIMX, NBIS, NOK.
Her logic is crystal clear:
AI continues to evolve, not just needing more GPUs,
but also faster data transfer, stronger optical interconnects, more stable power supply, and localized supply chains.
So she's not looking for the hottest stocks, but for the spots in the AI supply chain that are most likely to become bottlenecks.
This list is not a buy recommendation, not financial advice!
#Serenity