The AI Trade Is a Stack: Power, Cloud, Memory, and More

The AI trade is not one trade. It’s a stack.

POWER:

$BE $WULF $TE

CLOUD:

$NBIS $IREN $CRWV

MEMORY:

$MU $SNDK $SKHY

PHOTONICS:

$AAOI $LITE $CRDO $SIVEF

ROBOTICS:

$CCXI $VPG $OUST $AMBA

DRONES:

$ONDS $UMAC $LPTH

POWER feeds CLOUD. CLOUD runs on MEMORY. MEMORY