The big two AI labs are still not listed on the stock market, and SPCX is still above it's listing price. Unless you can remain liquid more than the market remains irrational better find some other use for your investment funds. No?

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elorant 5 hours ago | parent [-]

Just short Oracle and Coreweave.

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PowerElectronix 5 hours ago | parent [-]

My chop block list has those, plus micron, amd, nvidia, sandisk, western digital, skhynix, corning and marvell.

Those should really eat a lot of shit if any of the two ai companies stops buying everything no matter the price.

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warkdarrior 5 hours ago | parent [-]

Why Corning?

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bigbuppo 4 hours ago | parent [-]

They make the fiber optic cables and such that connect everything.

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SaucyWrong an hour ago | parent [-]

Is fiber optic cable actually a high-volume-demand component in all of this? All your other semiconductor picks seem good though.

	▲	cromka 7 minutes ago \| parent [-]
		If I'd be guessing, it's the Ukraine Russia war and the tethered drones that could be affecting their valuation?