citrini: being part of AI supply chain no longer guarantees 100% yearly stock gains
citrini · x · 2026-11-05
Investor citrini recaps his AI hardware trade path: first GPUs, HBM, servers, and datacenter assets, betting on model trainers; then buying the CPUs, DRAM, interconnects, inference players, and agentic winners.
His take now: imagine a world where simply being part of the AI supply chain isn't enough to make a stock go up 100% a year — the era of indiscriminate supply-chain beta is ending, and the trade is entering a differentiation phase.
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