
Justin Banks
@RealJGBanks • 213,886 subscribers
Trading growth stocks, cycles & emerging themes. Focused on what’s next - not what already moved. Wolves of Wealth 🐺
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HOW AI IS ACTUALLY BEING BUILT (Cheat Sheet) Jenson Huang CEO of NVDA just walked through the stack in this order. These are the companies to know for each layer. ENERGY Nuclear / Baseload • $CEG • $BWXT • $SMR • $OKLO • $LEU • $UUUU Gas / Power Supply • $TLN • $VST • $NRG • $ET CHIPS GPUs / Accelerators • $NVDA • $AMD Networking / Custom Silicon • $AVGO • $MRVL Memory / Storage • $MU • $WDC • $STX Architecture / Tools • $ARM • $ASML • $LRCX • $KLAC INFRASTRUCTURE Data Centers / Real Assets • $EQIX • $DLR • $IRM Power, Cooling & Electrical • $VRT • $ETN • $HUBB • $PWR HPC / AI-First Infrastructure • $NBIS • $APLD • $IREN • $RIOT • $CIFR MODELS Foundation / Platform Models • $MSFT • $GOOGL • $META Cloud Distribution • $AMZN • $ORCL APPLICATIONS Enterprise / SaaS • $CRM • $NOW • $SNOW • $DDOG • $MDB Creative / Productivity • $ADBE • $INTU Defense / Automation • $PLTR • $KTOS • $AVAV Robotics / Physical AI • $TSLA • $SYM • $SERV • $RR
Justin Banks31,036 Aufrufe • vor 4 Monaten

HOW TO CREATE WINNING TRADE PLANS To Form a Trade Plan Start At: - DAILY - Find and Chart Major Zones of Supply and Demand - Find and Chart Major Levels of Support And Resistance From Here We Find the Highest Probable Trade Steal MY FULL Strategy Below 🧵👇 RT AND LIKE ❤️
Justin Banks17,504 Aufrufe • vor 1 Jahr
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