Hi {{first_name | Investor}} ,
I'm glad you finally made it! When markets move fast, building a plan for your risk profile is critical when the opportunities arise.
AI is here to stay, and many underestimate its structural impact.
To find the signal, you have to follow the physical infrastructure—the "brains" and "memory" that make AI possible.
I’m sending over three guides with links. They include stocks for your consideration as you research the long term:
AI Power Plays Watchlist: Briefing on the cross-section of energy and AI infrastructure.
TSM & Micron Supply Chain Watchlist: Overview of the "bottleneck" companies that own the structural advantage as TSM and Micron report record capital expenses spending.
While I focus on US-traded names for maximum liquidity, I will also discuss non-US traded companies when relevant. Take a look and let me know which "bottleneck" you're watching.
Stay disciplined,
Koh Kim