Arms dealer strategy: wins regardless of which AI company dominates
Every AI company needs chips, data centers, networking, power, and memory. The infrastructure layer wins regardless of which model company leads.
| Symbol | Action | Vol | Stop Loss | Take Profit | Size | Links |
|---|---|---|---|---|---|---|
| ETN | BUY | 35% | 37.0% below entry | 46.4% above entry | 9.9% | TVYH |
| TSM | BUY | 42% | 40.0% below entry | 54.8% above entry | 8.4% | TVYH |
| ARM | BUY | 63% | 40.0% below entry | 82.7% above entry | 5.6% | TVYH |
| VRT | BUY | 67% | 40.0% below entry | 88.1% above entry | 5.2% | TVYH |
| ANET | BUY | 53% | 40.0% below entry | 69.5% above entry | 6.6% | TVYH |
| CEG | BUY | 60% | 40.0% below entry | 78.9% above entry | 5.8% | TVYH |
| VST | BUY | 64% | 40.0% below entry | 84.4% above entry | 5.5% | TVYH |
| AMD | BUY | 57% | 40.0% below entry | 74.8% above entry | 6.2% | TVYH |
| EQIX | BUY | 26% | 26.9% below entry | 33.8% above entry | 13.7% | TVYH |
| DLR | BUY | 26% | 27.1% below entry | 34.1% above entry | 13.5% | TVYH |
| AVGO | BUY | 55% | 40.0% below entry | 72.5% above entry | 6.4% | TVYH |
| ASML | BUY | 45% | 40.0% below entry | 58.9% above entry | 7.8% | TVYH |
| AMAT | BUY | 48% | 40.0% below entry | 62.9% above entry | 7.3% | TVYH |
| LRCX | BUY | 52% | 40.0% below entry | 68.0% above entry | 6.8% | TVYH |
| MRVL | BUY | 66% | 40.0% below entry | 86.5% above entry | 5.3% | TVYH |
| NVDA | BUY | 32% | 33.3% below entry | 41.8% above entry | 11.0% | TVYH |
| CLS | BUY | 32% | 33.3% below entry | 41.8% above entry | 11.0% | TVYH |
| MU | BUY | 32% | 33.3% below entry | 41.8% above entry | 11.0% | TVYH |
Strong long-horizon compounder. Suitable as a core or satellite holding (5-15% of portfolio). Rebalance quarterly or annually.