Bubble Boy 5.0 3 ideas

Intel is a turnaround story with strong technical advantages in advanced packaging (E-IB) that will drive massive revenue growth from Nvidia and other customers. Current market cap is too low; should be at least $600B this year and $1T soon. He was 80% net worth in Intel, still long stock after taking option profits.

SanDisk (Western Digital) is innovating with high bandwidth flash (HBF), similar to HBM for flash. Samples should arrive by end of year, making it a compelling long-term holding. He was previously full-port on it and remains interested.

Flex (FLEX) makes specialized water cooling equipment for high-voltage chips. As chip voltages rise, custom cooling solutions become critical. Flex designs alongside chipmakers, making it more than a commodity supplier. The market undervalues this consulting-like edge.