The creator references SanDisk's historical performance as an example of a successful AI-themed investment.
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The creator discusses the 'Hot Chips' semiconductor conference as a source for identifying promising AI-rel...
Aug 24, 2026
The creator discusses the 'Hot Chips' semiconductor conference as a source for identifying promising AI-related investments, using past performance of Micron and SanDisk as examples of successful AI-themed plays.
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The creator references Micron's historical performance as an example of a successful AI-themed investment.
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