Applied Optoelectronics is mentioned as part of the broader AI infrastructure trade that has seen significant gains.
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The creator discusses the recent strong performance of AI-related stocks, noting their own significant gain...
Low Key StonksMay 15, 2026
The creator discusses the recent strong performance of AI-related stocks, noting their own significant gains in NBIS. However, due to past mistakes and current market conditions, they are now taking profits and becoming more cautious, preferring to secure gains early rather than chasing momentum. They are actively researching new opportunities in quality AI names that haven't fully run yet.
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AXT, Inc. is mentioned as part of the broader AI infrastructure trade that has seen significant gains.
Sandisk Corp is mentioned as part of the broader AI infrastructure trade that has seen significant gains.
Intel is mentioned as part of the broader AI infrastructure trade that has seen significant gains.
Wolfspeed Inc is mentioned as part of the broader AI infrastructure trade that has seen significant gains.
The creator has seen significant gains (10x) in NBIS and is now taking profits due to market caution.
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