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TSLA 250919 425 Call
TSLA250919C425000.US
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Memory & AI chips. Compute demand is exploding, but the real bottleneck is memory bandwidth and efficiency
Micron has been soaring this year and is definitely on my watchlist!
AI still have a long way to run, but going to be choppy for sure
I would stick to AI and more specifically networking related counters as well as AI energy ones which will see revenue pouring in as AI racks get more advanced and requires more energy.
Reposting - still believe in the Nvdia chip story!



