$MU $DRAM $AIS: The Next Wave of AI Winners?

Michael Esther
06-23

I don't care if you're account is $700, $13,000 or $1,000,000.

These 3 stocks will 10x your account:

Stocks to buy:

$Micron Technology(MU)$ — Memory is the bottleneck nobody prices in. HBM demand from AI accelerators is outpacing supply through the decade. Every GPU needs more DRAM attached than the last gen.

$Roundhill Memory ETF(DRAM)$ — Same thesis, diversified. If you believe memory supercycle > any single name's execution risk, this is the basket trade.

$VistaShares Artificial Intelligence Supercycle ETF(AIS)$ — AI infrastructure exposure without picking the winner. Picks-and-shovels > picking the miner.

I'm sharing you 5 more strong plays right now in AI for you to buy and hold ⬇️

$NVIDIA(NVDA)$ — Still the compute layer everyone builds on top of. CUDA moat + accelerator demand isn't slowing this decade.

$Advanced Micro Devices(AMD)$ — The credible #2 in accelerators. Hyperscalers want a second source that's structural demand, not hype.

$ServiceNow(NOW)$ — ServiceNow is becoming the orchestration layer for enterprise AI agents. Whoever owns workflow owns the agent rollout.

$Intel(INTC)$ — Foundry buildout + domestic chip manufacturing tailwinds. Turnaround optionality with policy backing behind it.

$T1 ENERGY INC(TE)$ (T1 Energy) — Every AI thesis eventually hits the same wall: power. Grid buildout is the unsexy trade with the most inelastic demand of the entire list.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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