POPA Recon✔️AI supercycle, funds circulating like this?
✔️AI supercycle, funds circulating like this? U.S. Stock AI SupersyCircle structure organized by a Chinese brother. Just for your information~! 1️⃣ Semiconductor • NVDA·AMD·ARM·AVGO → Key sections of AI GPU and CPU 2️⃣ Storage • MU·WDC·STX → Demand for HBM and Data Storage Surges 3️⃣ Optical Communication • LITE·MRVL·CIEN → Expand 800G·1.6T optical module for data center connection 4️⃣ Current Lead Sector • IREN·CORZ·NBIS·WULF → AI Computing Power and Data Center Stocks Strong And the next round of candidates is • Power grid and nuclear power plant (VRT, SMR, OKLO) • Rare earths and co…
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