The AI boom is creating massive bottlenecks across compute, memory, networking, and power, and Melvin believes the companies solving these shortages could be some of the biggest winners of the next decade. In this episode, Melvin breaks down his AI investment portfolio and reveals four of his highest-conviction stocks: Nebius (NBIS), Micron (MU), NVIDIA (NVDA), and Oracle (ORCL). He explains why Nebius remains his largest position, why the global AI memory shortage could continue benefiting Micron, and why NVIDIA’s opportunity is expanding far beyond GPUs as AI inference and agents drive explosive demand for compute.
The information presented in this video is for educational and informational purposes only. It should not be considered as financial, legal, or tax advice. The speakers are not licensed financial advisors or registered investment advisors. Investing in cryptocurrencies carries significant risks, including the potential for substantial losses. The speakers do not guarantee any specific outcome or profit.
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