Rashmi Garg
Senior Portfolio Manager, Al Dhabi Capital
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 21
$1224500.00
+87.7%
High-bandwidth memory (HBM) required for GPUs is sold out until the end of 2026, and prices are rising, which is leading to record profits for memory chip makers such as Micron and SK Hynix.
AI/Semi
Long
Apr 21
$80.86
+28.2%
The optical networking market is set to double over the next year because the need for high data transfer speeds in AI infrastructure cannot be met by copper, which has physical limits, and optics allow data transfer at much higher speeds (e.g., 1.6 terabytes within data centers).
Photonics
Long
Apr 21
$452.32
+118.4%
High-bandwidth memory (HBM) required for GPUs is sold out until the end of 2026, and prices are rising, which is leading to record profits for memory chip makers such as Micron and SK Hynix.
AI/Semi
Long
Apr 21
$56.00
-9.8%
Given the energy scarcity in the world and the power bottleneck for AI data centers, nuclear power will be increasingly needed to harness energy, and uranium is a key part of this solution as a fuel for nuclear power, also part of the green energy transition.
Energy
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