The memory sector has gone from being a cyclical "commodity" business to the very backbone of the AI revolution. If you’re looking at Micron (MU) and SanDisk (SNDK) today, you aren't just looking at chipmakers—you're looking at the "digital real estate" where AI lives. Here is a breakdown of what has happened and whether the … Continue reading Up 2,000%: Is It Too Late to Board the Micron and SanDisk Rocket?
Tag: what to buy in US stock market
If You Have Missed Nvidia’s Boom In Gen AI Era In 2023, Don’t Miss The Agentic AI Era In 2026
The tech landscape of 2023 was defined by a singular gold rush: the infrastructure of Large Language Models (LLM). We focused on GPUs, tokens, and the magic of a prompt. But as the hype around basic content generation settles, a more profound transformation is taking hold in 2026. We have entered the era of Agentic … Continue reading If You Have Missed Nvidia’s Boom In Gen AI Era In 2023, Don’t Miss The Agentic AI Era In 2026
The Complete Winning AI Portfolio
While most investors are distracted by flashy consumer apps and chatbots, the path to generational wealth lies in the "Picks and Shovels" of the AI revolution. To build a truly winning portfolio, you must look beyond the surface and invest in the critical infrastructure and facilitators that make the entire ecosystem possible. Following the framework … Continue reading The Complete Winning AI Portfolio
Wars Are Good Buying Opportunities But Be Careful | What I Am Planning To Do During This Market Correction
We’ve all heard that markets rally once the first shots are fired because "uncertainty" becomes "certainty." But we have to look at the 2022 Russia-Ukraine Bear Market as a warning. The S&P 500 didn't just dip and rip; it slid nearly 20% over the course of the year. What Happened In 2022 And How It … Continue reading Wars Are Good Buying Opportunities But Be Careful | What I Am Planning To Do During This Market Correction
Learning Investment With Jason Cai 