Saw this tweet of SemiAnalysis Dylan Patel on a April podcast predicting a tripling of memory prices and have been kicking myself because I'm pretty sure I watched that podcast and didn't think to take any action.

So I thought I would throw his most recent podcast interview transcript into ChatGPT and ask it to look for actionable investment ideas, ranked by remaining potential upside. Here's what it came up with:

Any thoughts on any of these tickers?

I feel like Nvidia train has had it's run as well as the memory stocks. So I've been buying up Neocloud providers like $IREN but wondering what other bottlenecks in the supply chain are likely to go up next... 🤔