The creator mentions buying SNOW as part of their recent trades.
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The creator discusses the US-Iran ceasefire and its potential impact on oil markets and inflation. They the...
The creator discusses the US-Iran ceasefire and its potential impact on oil markets and inflation. They then highlight three stocks they are buying: AST SpaceMobile (ASTS) due to its AI data center and space initiatives, the Roundhill Memory ETF (DRAM) driven by the shortage of AI memory chips, and Micron Technology (MU) which has seen a significant price drop. The creator also mentions their recent trades in IREN, SNOW, and DRAM.
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Tickers discussed in this post
The creator mentions buying IREN as part of their recent trades.
The creator is adding Micron Technology (MU) stock, which was down 30%, due to the memory chip shortage and Nvidia's CEO stating they will buy all available memory chips.
The creator bought the Roundhill Memory ETF (DRAM) yesterday, which invests in Samsung and SK Hynix, due to the severe shortage of AI memory chips.
The creator is buying AST SpaceMobile (ASTS) due to its bullish outlook on AI data centers in space and partnerships with Verizon and AT&T, expecting the SpaceX IPO to boost the stock.