i find it interesting that the hottest stocks in the market right now are the ones building boring computer parts, memory, chips, etc


> sandisk literally makes sd cards (+516% ytd)
> micron makes ram (+208% ytd)
> amd makes gpus (+131% ytd)
and this trend probably continues
few realize that the same logic applies to crypto too
a lot of the widely used infra projects who’s tokens are down 50-90% will rally hard once the market is ready
same as with this memory, chip, compute stocks which were “flat” for years before pumping
you need to rewire your brain to think long term because that’s the only real way you reach wealth
you make money when others capitulate
MU4.12%
AMD-0.55%
INFRA-2.5%
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