Celine manages an actively managed ETF focused on robotics and automation, with SK Hynix as a top holding; she specializes in AI infrastructure, memory chips, and the intersection of physical AI with compute demand.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
Memory demand is becoming a primary driver rather than cyclical; cloud providers keep adding memory despite price inflation because it's the most cost-efficient way to maximize performance for rising inference token demand, while supply constraints (manufacturing complexity, capital intensity, technology difficulty) will keep the balance in memory's favor.