Analyst states preference for $SIVE and holding all shares as market only at start of next supercycle; expects compound growth like $SNDK.
AI importance to growth; supercycle thesis; companies important to AI compound over time; early in cycle
@JaaidevV I personally like $SIVE, usually the same names keep on compounding like $SNDK if they’re important to AI? I’m not selling a share, since it looks like we’re only at the start of the next supercycle.
| Horizon | Raw move | vs SPY |
|---|---|---|
| 1 day | +0.0% | +0.0% |
| 1 week | +7.9% | +9.3% |
| 1 month | -20.6% | -19.8% |
| 3 months | — | — |
| 6 months | — | — |