Executive Summary
Over 300 stocks doubled in 2025, but three infrastructure plays stand out for their positioning in the AI buildout cycle. Micron Technology has already sold out its memory production through 2026, with industry reports suggesting supply shortages extending through 2027 across all major players. This creates a rare commodity dynamic in a typically cyclical business. Meanwhile, Lemonade's insurance technology platform is finally hitting profitability metrics after years of losses, with loss ratios...
Key Investment Opportunity
Memory Supply Shortage Play
Micron Technology represents the clearest beneficiary of AI infrastructure memory constraints. With production sold out through 2026 and industry-wide supply shortages projected through 2027, the company is positioned for unprecedented pricing power in a typically commoditized business. The key insi...
...and 2 more investment opportunities
This is a preview. Log in to see the full analysis including investment opportunities, risks, catalysts, and detailed insights.