AI 5‑Layer Cake: What stocks to buy, Memory Winners & Long‑Term AI Stack Plays While Oil Whipsaws

$NVDA CEO said AI is a 5 layer cake and I'm giving you 3 stocks for each layer and then helping to identify the top 3. Let me know which ones are your top 3.

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EPISODE SUMMARY

• ⛽ Gas & Oil Shocks: How headline-driven oil crashes and reversals (and the $SCO trade) can whipsaw traders—and why I’m focusing on second-order impacts instead of chasing every spike.

• 🇹🇼 $TSM Realization: Why avoiding $TSM for geopolitical risk while owning $NVDA and $AAPL was irrational, what I learned in office hours, and how I’m thinking about adding it despite ETF exclusions.

• 💾 Memory & AI: $SNDK and memory names ripping, $AMAT’s new partnership with $MU, and why I still see memory as the key bottleneck in the AI buildout.

• 🧠 Battle of the AIs: Using Perplexity, Seeking Alpha AI, and Sidekick to map Jensen Huang’s 5‑layer AI stack—energy, chips, infra, models, apps—and the differing top picks like $MSFT, $AMD, $NEE vs. $META, $NVDA, $GOOGL.

• 📈 Tools & Patterns: How I’m using TrendSpider’s 4‑hour algorithm, double bottoms in $CIEN, zig‑zags in $IBIT, and AI-generated screeners to spot “buy the dip” setups instead of trading every rumor.

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