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MS

Martinov Svet Investícii

@msi

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Has the AI cycle peaked? 📉

Or are we just in a mild correction and can buy names like $MU, $SSNLF, $ASML or $TSM cheaper? 💰🔥 In today's video we'll go through what such a cycle looks like 🔄 and I'll try to pinpoint roughly where we are so we know how to react 🎯📊

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Hello investors 👋

each of us kicks ourselves for not buying $MU when it was still cheap 📉 of course, there are investors among us who caught this trend, and I congratulate them 🎉 well, for people like me who missed it, I've found another megatrend that I believe will come after the memory boom 🚀

it's a sector without which AI simply doesn't work and the market is overlooking it…

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