The big two AI labs are still not listed on the stock market, and SPCX is still above it's listing price. Unless you can remain liquid more than the market remains irrational better find some other use for your investment funds. No?
replyJust short Oracle and Coreweave.
replyMy chop block list has those, plus micron, amd, nvidia, sandisk, western digital, skhynix, corning and marvell.
replyThose should really eat a lot of shit if any of the two ai companies stops buying everything no matter the price.
Why Corning?
replyThey make the fiber optic cables and such that connect everything.
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