BWB - Business With Brian

"And then I'd put $5 into materials ETF where Linde and Air Products are the two largest holdings."

"And then I'd put $5 into materials ETF where Linde and Air Products are the two largest holdings."

"Then I'd put about $25 into nuclear energy ETF, which holds Constellation and Vistra."

"Then I'd put about $25 into nuclear energy ETF, which holds Constellation and Vistra."

"I'd put $40 into SMH for broad semiconductor exposure, including equipment and memory."

"Then I'd put $25 into memory, specifically Micron, because they have the best geopolitical insulation with domestic helium sourcing."

"And Air Products is also positioned similarly."

"Linde is the world's largest helium distributor. And JP Morgan just upgraded them on this shortage. In an allocation environment, Linde passes costs through and they protect their margins."

"And the COPX ETF has returned over 86% in the past 12 months."

"And this is exactly why Microsoft, Google, and Amazon, they're all signing nuclear power purchase agreements for their data centers right now."

"And this is exactly why Microsoft, Google, and Amazon, they're all signing nuclear power purchase agreements for their data centers right now."

"And this is exactly why Microsoft, Google, and Amazon, they're all signing nuclear power purchase agreements for their data centers right now."

"And this is exactly why Microsoft, Google, and Amazon, they're all signing nuclear power purchase agreements for their data centers right now."

"And Vistra is up nearly 700% over 5 years."

"Just look at Constellation Energy, which has 21 reactors and is up over 430% since their 2022 spin-off."

"Micron is one that I find the most interesting here because they happen to source their helium domestically. While Samsung and SK Hynix, they are fully exposed to this Cutter disruption."

"Think ASML, Lam Research, Applied Materials, and KLA."

"Think ASML, Lam Research, Applied Materials, and KLA."

"Think ASML, Lam Research, Applied Materials, and KLA."

"Think ASML, Lam Research, Applied Materials, and KLA. During the last chip shortage, the group saw revenue grow over 33% and margins expanded well above 52%. And ASML alone returned over 310% in 5 years. Every new fab that's going to be built to address this shortage, it needs their machines."

"SK Hynix and Micron both have completely pre-sold their entire 2026 output. And Micron has already shifted entirely away from consumer memory to focus specifically on data centers. And they just posted their highest gross margins in company history at 75%."

"Nvidia stepped in with a $150 million deposit and brokered a deal for Meta to absorb that exact capacity."

"including chips from the companies like TSMC."

"This is the asymmetric pick. It's kind of the smallest name on the list and it's the highest volatility and the biggest potential multiple if the Nvidia partnership plays out the way that I think it will."

"And next, I'd put $10 into Marvell."

"Next, I'd put $20 into Micron."

"Next, I'd put $20 into Broadcom."

"Next, I'd put $20 into Alphabet."

"Going with the big dog, I'm going to put $30 into Nvidia."

"Analysts have Micron forecasted with a 47% upside over the next 12 months."