RG

Rashmi Garg 5.0 4 ideas

Per mention Per thesis
ⓘ First mention per (ticker, direction)
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Total Picks
3
3 long
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equal-weighted
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Winrate 30d
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Theme:
Stance:
#TickerNameStanceConvEntryP&L YTDThemeThesisFirst MentionedSrc
1 MU Micron Technology, Inc. LONG HIGH $451.83 AI/Semi High-bandwidth memory (HBM) required for GPUs is sold out until the end of 2026,… Apr 21 YOUTUBE
2 000660.KS SK hynix Inc. LONG HIGH $1224000.00 AI/Semi High-bandwidth memory (HBM) required for GPUs is sold out until the end of 2026,… Apr 21 YOUTUBE
3 URANIUM Uranium LONG HIGH $56.30 Energy Given the energy scarcity in the world and the power bottleneck for AI data cent… Apr 21 YOUTUBE
Positions
TickerDirEntryP&LDate
MU LONG $451.83 Apr 21
000660.KS LONG 1224000.00 KRW Apr 21
URANIUM LONG $56.30 Apr 21
▶ YouTube Apple's Next CEO; Trump Aims To Seal Iran Deal | Horizons Middle East & Africa 4/21/2026
HBM sold out, prices rising for memory chips.
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.
MU 000660.KS HIGH Bloomberg Markets Apr 21, 07:49
Rashmi Garg
▶ YouTube Apple's Next CEO; Trump Aims To Seal Iran Deal | Horizons Middle East & Africa 4/21/2026
Optical networking market doubling due to AI.
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).
FIVG HIGH Bloomberg Markets Apr 21, 07:49
Rashmi Garg
▶ YouTube Apple's Next CEO; Trump Aims To Seal Iran Deal | Horizons Middle East & Africa 4/21/2026
Uranium needed for nuclear power amid scarcity.
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.
URANIUM HIGH Bloomberg Markets Apr 21, 07:49
Rashmi Garg
Rashmi Garg | 4 trade ideas tracked | MU, URANIUM, 000660.KS, FIVG | YouTube | Buzzberg