Building an X generated watchlist:
Looking for ~$20-$80B names:- In the AI supply chain- U.S. or Europe onlyCompanies you have absolute conviction in only.E.g. currently for me, that includes $Nebius(NBIS.US), $Lumentum(LITE.US), $Coherent Corp.(COHR.US) type names.Ultimately, I've got a spot open for a high-growth compounder after making a sale last week. So will either fill that gap with a new position, or just increase portfolio concentration if nothing tickles my fancy!The copyright of this article belongs to the original author/organization.
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