A lot of people ask where to s

RaymondReed

00:17

A lot of people ask where to start. This is my core compute watchlist for the next pullback.

Compute / AI Core:

$NVIDIA(NVDA)$ - AI accelerator leadership, the anchor of this cycle.

$Advanced Micro Devices(AMD)$ - Alternative compute plus datacenter growth.

$ARM Holdings(ARM)$ - Architecture layer scaling with every AI chip design.

$Intel(INTC)$ - Turnaround story plus the domestic semiconductor reshoring narrative.

$NEBIUS(NBIS)$ - Emerging AI infrastructure / high-growth datacenter exposure.

This is the compute layer of the AI supercycle. Pullbacks here are where long-term positions get built, not chased.

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