Storage is crucial for AI and the market is pricing that in now Micron is my choice. Another component that is important is networking, particularly copper and optics components. I am going for Credo and AAOI for those. Credo deals with copper components and AAOI optics.

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☕ Your Wednesday US Market “Kopi Talk”: Chips, Metals & Court Dates

Another Wednesday, another set of movers and shakers across the pond. Here’s what’s heating up in U.S. equities and global markets today — perfect for your watchlist and our community’s next debate 👇

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