AI Supply Chain Trader Achieves 122% Annual Return with Unique Investment Strategy

An AI supply chain trader, who gained prominence on Reddit, has reported an impressive annual return of 122% by employing a unique investment strategy. According to PANews, the trader focuses on companies that are indispensable to Nvidia, rather than investing directly in Nvidia itself. This approach is based on a 'bottleneck theory,' which identifies critical components and sectors that Nvidia relies on. The trader's portfolio includes 38 investment targets spanning optical communication, storage, energy, and cryptocurrency sectors. Additionally, the trader has strategically invested in key areas such as Indium Phosphide (InP) substrates.