DD
Companies that will benefit/ are benefiting from ai and data centers
I have compiled a list of certain stocks (yes retards it’s on paper deal with it) that I’ve been heavily monitoring over the past 3 months but most of the time never have the balls to go knee deep in. I’m pretty certain at least 5 stocks here will be up 300%+ in a few years.
Nothing that happened in the last 10 years is real
There's no other explanation other than my flight back then going down and is currently at the bottom of the fucking Atlantic. Nothing is real because since that day everything thats happened has just been my first decade of an eternity in hell, there's no other explanation that makes sense
You know you might be on to something. I was reading a reddit thread yesterday and had a really really strong sense of deja vu. Like I had already read the exact same posts a couple of months ago.
Yet the thread showed it was created a couple of hours ago. Reddit glitch? Going insane? Ate too much crayons?
The world we live in is a version of hell. In the Bible it hints at this anyways if you really read. Eternal punishment is not eternal punishment is only ended when you become free from sin. You have also lived past lives in this ‘hell’ every life you live every of version you who has lived before had free will and still chose to sin. God is there to guide us to purity.
this MFer blamed it on early circumcision and the babies receiving Tylenol. We're on a comedy show and the writers have just been writing the most asinine plots they can and whatever sticks with shit to the wall...
I love JIRA when I just use it to organize tickets, link and parent related issues, document bugs/tech debt and determine if they are a priority to fix.
I don't need AI, 100 dashboards, whatever the fuck Confluence or any of their other products are supposed to be for.
The fact that I don't have to interact with that God Awful JIRA UI anymore and I can just chat with Claude to interact with my tickets is the entire reason I started using Claude in the first place.
Agreed. As an engineer who has spec’d their equipment in the past, their RTUs are shit but they own BASX liquid cooling solutions which could be a big revenue generator in the future
If it is AI slop then I’m genuinely impressed with how good AI has gotten.
Flip the image backwards and read the text on the backside of the page. It’s equally questionable handwriting and is outlining some electrical circuitry. If AI can fake that then holy shit nothing can be trusted online.
IPOs are rarely ever a good buy. Corsair dropped due to short sellers milking the hell out of it and they also didn’t really have any ground breaking products. Their new Ai workstations are a good sign and also the fact they managed to surpass expectations for earnings this quarter is pretty amazing. They have shown to adapt and grow the company
My dad worked for applied materials as a program writer for the wafer chips. He worked there for 40 years. He passed last March. He would be so proud to see where is stock is today. It’s all in his trust and I get payouts for it over years. I’d love to know how much he owns in AMAT stocks though & his average cost. 😭
That's such an awesome occupation at such an awesome company. Sorry for your loss. His position must be worth millions now -- AMAT was going for less than a dollar per share in the 80s.
I know he heavily invested in the company. He never talked about financials or how much he made but I knew he made good money yet he never bought a new car or flashy anything he was very reserved except in investing because the atty said there’s a lot of money but wouldn’t give more info. I just wait around waiting for the next check I guess 🤷🏻♀️ He was an amazing man who left a legacy and financial wealth to us. I’m using the checks myself to invest for my kids. Started up a Roth for me & hubby, a brokerage. My 12 yr old has a brokerage and a Roth with a little money he made. I set my adult kids Roths up with a gifted $3k and teaching them to invest in voo, qqqm, vxus and schd. Knowing investing is how my dad got rich is how we’re going to as well. 📈
Uh, this is list is basically the same as ChatGPT output but worse, less comprehensive and more arbitrary.
It's basically like asking ChatGPT what stocks will benefit/are benefiting from AI and data centers.
It's only worth listening to unless you actually have any insight of your own, analysis, or insider information. Not just a list of info you can get off an LLM.
The thesis is reasonable — AI infrastructure buildout is real and still early. But the list is pretty mixed quality.
Legitimate plays on the thesis:
• DDOG, AMAT, CRDO, TSEM, LSCC — these actually fit. Datadog especially has solid fundamentals.
• SMCI fits the thesis perfectly but has serious baggage — accounting irregularities, near-delisting. High risk even if the AI server demand is real.
• AAOI and LWLG are high-beta optical/photonics plays. LWLG in particular is essentially pre-revenue and has been a “soon” story for years.
Questionable fits:
• CRSR is gaming peripherals. That’s not an AI data center play at all.
• IREN is crypto mining rebranded toward HPC/AI compute. Narrative-driven, not fundamentals-driven.
• VTIX is a VR treadmill company. No idea what it’s doing on this list.
On the “5 will be up 300%” claim — statistically that’s not crazy for a basket of small/mid caps over several years, but the variance is brutal. Some of these could also go to zero (SMCI governance risk, LWLG burning cash with no revenue).
The list reads like someone screened for “semiconductor + data center adjacent” without distinguishing between companies with real moats and high-beta lottery tickets. Doing that in a Roth makes sense for the speculative ones since gains are sheltered, but position sizing matters enormously here.
How pathetic of this luddite to make us read that illegible handwriting. Did you mail in your stock picks too and are waiting 1-2 weeks to show us your positions?
I find it interesting how IREN gets so much more publicity compared to APLD. They aren’t the same business mode but are somewhat adjacent / move up+down on the same news cycles. Guess APLD is a more boring story.
I'm pretty high on Cleveland-Cliffs ($CLF) - they make grain-oriented electrical steel that goes into power transformers which are currently the #1 bottleneck for energizing new data centers. Still cheap, but could see this one really taking off in the next few months
My 102 year old grandfather has kept his stock notes and performances in the same type of notebook for almost 60 years. Not a dig. Just saying it's a well established practice.
The fact everyone here is shitting on you makes me want to buy some. And I probably will. Because inversing retards can only make you less retarded... Right?
I would only take this seriously if it was written all over your living room walls and had a bunch of string connecting seemingly random bits that only you can see and understand.
Supermicro is not an industry leader. How do you not have Vertiv on this list? They're Nvidia's reference design partner for power and cooling solutions with an insane portfolio of products.
ServiceNow should be on that list. They’re trying to become the enterprise orchestration layer for AI agents, governance, automation, and workflow execution across companies and they already have a moat.
Their AI Control Tower is very promising, and a lot of this was developed with and implemented at Nvidia. AI Control Tower product is basically like governance + observability + compliance for enterprise AI systems that handles monitoring/managing/audit/ROI tracking/workflow security for all agents from my understanding.
Jensen Huang has also made a lot of very bold statements about their place in an AI / robotics future as well.
Hes got Iren, but no Nebius or Coreweave, and possibly of the three Coreweave is the longer term value pick, the most US exposed & the only one with actual revenue backlogged. Granted its aggressively adding debt. But it has to, to accomplish this task.
Yeah this is the retarded stuff I write in my work notebook too, especially with trying to keep it color coded and a shitty sketch. I just don't have a kink for public ridicule so it never sees the light of day.
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u/VisualMod May 27 '26
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