AI's Investment Implications


#181

It’s not open to the public.


#182

Semi stocks were hit very hard last week, buy?

MU -12.61%
Lam Research -10.96%
AMAT -8.83%
WDC -8.31%


#183

I already have lots of MU. Thinking about opening a position in Lam. Lam is mostly another play for global memory market.

David Lam, founder of Lam Research, has quite an interesting background. He’s still around, living in Saratoga according to Wikipedia.


#184

anybody buying any harddrive companies?


#185


#186

Sell on the news! Tax bill is passing, what’s the next catalyst? Time to sell stocks, it has been going since T elected and tax is the main reason


#187

no


#188

Being too careful. Only bought 100 shares. Today shot up by over 3+%, nearly 4%


#189

Good article on some pretty reasonable 2018 predictions.

https://www.forbes.com/sites/moorinsights/2018/01/05/ten-predictions-for-ai-silicon-in-2018/#25a3f8973dd3

Nvidia will still lead the pack.


#190

Xilinx finally had some fun. Shot up 5% today.


#191

Today
NVDA 0.36% Near ATH of $225, still the king of AI chip industry
INTC -2.50%
MU -4.57%


#192

NVDA had a lot of self-driving car news at CES. They are clearly ahead of everyone.


#193

Amazon, with AWS and Alexa/Echo, also has a lot of exposure to AI.


#194

Micron Stock Looks Ready to Blast Off: Chart

Ascending triangle is a continuation pattern. Which is the entry point? One is bullish, the other is bearish.
Holding 1x call $45 and 1x call $50 expiring Jul.
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#195

On that, I’d usually wait for a break of prior high to enter. You might miss a little bit of gains, but your odds are higher. If pattern is right, there will still be plenty of gains left.


#196

Prior high is $50 or $47?
Had erred on the safe side, took profit on shares and 10 shorter term calls.
If it breaks out, guess I can long 10 weekly calls to ride it.


#197

$50. I’ll gladly give up that first $3 to minimize risk due to a rejection at $50. Once it breaks $50, there’ll be plenty of open road ahead.


#198


#199

LRCX has already broken out. Another semi stock ASML, though less related to AI, is exploding higher this week. It’s the only EUV equipment provider in the world.


#200

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