No qualifying author-owned investment thesis was confirmed in this post.
The author is undecided and explicitly states they are looking at these stocks rather than expressing a directional investment judgment or commitment.
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I want to dump the funds into something with high growth potential over the next few years. I’m looking at either:
ASML (EUV monopoly, but expensive, margins compressing)
LRCX (Cleaning tools and dry etch, benefits from more chips and more supply shortages as their cleaning equipment is needed to empty factories)
CRDO (ai infrastructure play, data transfer, benefits from scale up instead of scale out)
MU (sold out of stock until like the next presidency)
ASTS (space interconnect play, not sure how high this could go but I feel like I’m buying the top here)
These are top 5 but I’m open to other suggestions
Thanks!