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2026-06-09 12:03:27

White-Haired Stock Sage flags a basket of AI-exposed midsize names (10–100B cap) as compelling trades; he personally holds NBIS, TSEM, and AAOI. Net takeaway: if the thesis holds, selective AI exposure names could offer better risk-reward vs mega-cap peers. $NBIS $TSEM $AAOI

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