First Fellow
2026.06.23 16:46

1. There are value names

2. There are growth names

3. There are speculative names

Any AI name you buy, see which bucket they belong to.

$NVIDIA(NVDA.US), $Micron Tech(MU.US), $Broadcom(AVGO.US), $GE Vernova(GEV.US), $Dell Tech(DELL.US) etc belongs to 1 & 2

$Bloom Energy(BE.US), $Corning(GLW.US), $Marvell Tech(MRVL.US) belongs 2

$Navitas Semiconductor(NVTS.US), $Alpha &Omega(AOSL.US), $Maxlinear(MXL.US), etc belongs to 3.

Don't confuse and oversize in wrong names.

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