Outlier Capital
@outliercapx
The Founder.
Asymmetric stocks. Generational wealth.
Portfolio target: 5x+ returns in 5 years.
Join 4K+ readers → Full portfolio + Theses, link.
가입 April 2026
107 팔로잉 중 5.7K 팬
Bullish — Whole AI Infra Trade
I don’t know how everyone missed this.
Semiconductor market:
—> 2023: $527B
—> 2027: $1.1T
An entire industry almost 2x in 4 years.
Not a stock. The TAM.
And look at memory… wow.
AI trade is just getting started!
더 보기
EY: The semiconductor market is estimated to grow further and reach ~US$1 trillion by 2027 at a CAGR of ~12.1%, indicating strong long-term demand.
$NVDA $AMD $MU $INTC $TXN
