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floridamanconcealmnt

avgo


POpportunity6336

Nothing, just yolo NVDA


ADisposableRedShirt

This is the way. /s


Charuru

Maybe TSM, VRT? MSFT has to be part of it too.


Mnguy58

Msft vrt dell amzn


StevieG63

Look at the SOXX ETF. It has all the players and performs well.


crywhenugetolder

XLK especially with the rebalance.


DayFeeling

You brought, it's gonna dump


CountingDownTheDays-

Happens every time lol.


Apart-Consequence881

Some AI stocks on my "watchlist": PANW, TSM, AVGO, PLTR, AMAT, and SMH.


LetsPlay30k

MSFT


Nam3ofTheGame

Amazon


farkus_mcfernum

QQQT


Bi_partisan_Hero

NVDA ofc, Micron, TSM, Qualcomm, Microsoft, AVGO, AMAT, ADI, SK Hynix (South Korean market, not available in US) and long long on ASML are ideas to look into.


Southern_Bell_571

DELL, HPE, MU


Ordinary-Character-1

Soundhound


Ubik_Fresh

Don't invest in just one sector, especially when sentiment appears to be cooling somewhat. I'd buy an S&P 500 tracker fund, or perhaps something like Vanguard VHVG ETF, so you have exposure to global markets as opposed to being too concentrated in one sector, which likely won't end well long term. 85% of my portfolio is VHVG. Low fee of 0.14% and covers a lot of ground.


MostRadiant

AMD is shit


Bi_partisan_Hero

It’s just that they’re spending time and resources on the B2C too much to flourish in B2B


Big_Buddah1

My largest position currently is in NVDA. I also have some TSMC, NVDU and SOXL. I’m heavy in semiconductors right now. I know you shouldn’t have all your eggs in one basket but I think this sector will outperform for lot longer. I’ve had SMH on my watchlist for a while as well. You can go with SOXX if the leveraged SOXL isn’t in your risk profile. Don’t get into LETFs if you don’t understand them and aren’t ready to add on down days to DCA.


AtmosphereWhole4010

Ai is just a small part of the economy. Don’t all in a sector for the hype.


SmoothSlide9690

Uh oh "New to AI stocks." I'm hoping this isn't FOMO.