Just 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.
replyIs fiber optic cable actually a high-volume-demand component in all of this? All your other semiconductor picks seem good though.
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