#CRDO smashed earnings Monday. #GWRE crushed it Tuesday. AI Boom remains very healthy @ both infrastructure and application layers.

#CRDO in our #AIBuilders15 index. #GWRE in #AIAppliers15. Both +300% since late 22. These are the stocks you gotta buy and own right now.

I love spotting social/tech megatrends and creating stock baskets to profit from them.

We have our #AIAppliers15 and #AIBuilders15 baskets (+300% since late '22), #Quantum4 (+1,100% since Sept '24), and #Space3 (+350% since Apr '24).

How about an #IsolationEconomy basket?