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Lin
AI stocks are back
The AI trade is back.
Actually, it never really left.
Anyone who thought it stopped was probably just looking in the wrong places. Sure, a few stocks took a breather. But AI is still moving full speed behind the scenes.
Chips keep getting faster.
Models keep getting smarter.
Companies keep building.
And we’re still early.
Sectors to watch:
Energy
Chips
Software
Previous Updates
View All
- Market Update: The Next Quantum Leap
- A Few Portfolio Changes
- Weekly Market Update: New Month, New Opportunities
- Market Update: Compute, Compute, Compute
- Weekly Market Update: The Bulls March On
- Adding Two New Positions
- Market Update: The Energy Shock
- Weekly Market Update: The Green Giant
- Market Update: The Crypto Bill
- How to Handle Speculative Market Periods