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Total return in the call's direction across recent tracked long and short calls.
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Nvidia is the dominant buyer driving next-generation memory technology forward, and as long as companies keep building bigger AI models and expanding data center infrastructure, demand for Nvidia's chips should keep growing — making the stock a buy.
Beachman's Investing Brief built a position in Asthra Labs (ALAB) when it was trading in the $30s–$40s, betting that it will become one of the standout winners in AI infrastructure over the next couple of years and multiply in value several times over.
Beachman's Investing Brief built a position in Bloom Energy at $30–$40 per share, betting it will be one of the biggest winners from the surge in power demand driven by AI infrastructure over the next couple of years.