Little Sister sorted out their call data from the past six months. One chart lays out two completely different AI investment philosophies.

Left: Chuan Mu @xiaomustock believes in "Hold memory tight, and you've got AI by the balls," leaning toward the full AI supply chain:
MU (Micron) called 32 times → +175.4%
INTC (Intel) called 7 times → +196.3%
MRVL (Marvell) called 39 times → +88.3%
Right: White-Haired Stock God @aleabitoreddit advocates the "Perilla leaf theory," focusing on supply chain bottlenecks + optical communications:
LITE (Lumentum) called 128 times → +2.8%
NVDA (NVIDIA) called 114 times → +10.1%
AAOI (Applied Optoelectronics) called 105 times → +36.4%
MRVL (Marvell) called 76 times → +153.8%
For now, both strategies are thriving in the 2026 AI market.
Chuan Mu wins by capturing the big cyclical shifts in memory, materials, and equipment.
Serenity wins by keeping an early eye on small bottlenecks in optical communications and computing power links.
Which strategy do you prefer?