No qualifying author-owned investment thesis was confirmed in this post.
Proposed holdings are based on unspecified analyst ratings and sector strength; no asset-specific investment argument is given.
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Hi all, 18m here. Looking to make some profits capturing the current AI supercycle
am looking to split $10k across 5 high-conviction plays. My goal is to capture hardware/infrastructure side of the supercycle. I have a high risk tolerance and plan to diamond hand through major swings. not planning to use my money anyways anytime soon and ETFs are for retirees.
WDC (Storage)
PSTG (Storage)
ANET (Networking)
VRT (Data Center Power/Cooling)
GEV (Energy Infrastructure)
I handpicked these based on analyst ratings and sector strength.
Thoughts on this mix? Is it too redundant to own both WDC and PSTG?