← Back to dashboard
Share
2268%
r/valueinvesting
With Micron great earnings and After the AI bubble talk dust is settled, Is this a good strategy to invest in?
Investor summaryBullish
Proposes an AI portfolio across compute, semis, power, and quantum/nuclear stocks, asking if it's a good strategy post-Micron earnings.
Bull points
- Micron's strong earnings signal robust AI hardware demand.
- Market fears of an AI bubble are subsiding, suggesting a good entry point.
Post body
with Micron great earnings and After the AI bubble talk dust is settled, Is this a good strategy to invest in?
\\35% AI compute\\ → NVDA, AVGO
\\25% semis + memory\\ → TSM, MU, AMAT
\\20% power / data center\\ → VST, CEG
\\20%\\ → IONQ, RGTI, OKLO
Discussion · top comments
No comment snapshot fetched for this post yet.