Alpha of the Week ft. Charan Invests

Inside: Charan’s 3 AI plays for next week, this week’s top traders, and rips just dropped.

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Alpha of the Week

Charan Invests

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Hey guys, @Charan.invests here.

Heading into next week, two forces are shaping my view on tech: the market is absorbing major macro risks, while the AI demand story continues to expand.

On the macro side, U.S. and Chinese officials are meeting before the September 24 Trump–Xi summit, with tariffs, AI, rare earths, and critical minerals on the agenda. Progress could remove a major risk hanging over semiconductors. The Greenland security agreement also helps ease a separate source of uncertainty inside NATO.

The Fed raised rates by 25 basis points and the 10-year yield returned to roughly 5%. Oil remains expensive, and the conflict with Iran is still active. Despite all of that, the Nasdaq finished the week higher. That tells me tech is absorbing bad news instead of breaking down. Any confirmed de-escalation with Iran could lower oil and inflation pressure.

At the same time, the long-term AI thesis is getting stronger. OpenAI says roughly 10,000 agents produced a proposed solution to the Navier–Stokes Millennium Prize Problem in about 88 hours. These equations are used in aircraft design, weather forecasting, and blood-flow research. This is the first step of AI breaking away from just computer use into the real economy.

Consumer adoption is the second part of that shift. Meta’s Muse reached the top of the U.S. App Store, while products such as Instinct can shop, book travel, compare products, and manage subscriptions.

That combination, tech holding up through macro pressure while AI usage expands, is why I remain very bullish into month-end. These are my three favorite ways to play it:

1. SNDK — My Highest-Conviction Position

I currently have more than $200,000 invested in SNDK. AI inference requires enormous data sets to be stored and accessed quickly, placing SanDisk directly in one of the biggest bottlenecks created by AI growth.

Long-term customer agreements give the company better supply and pricing visibility than a normal memory-cycle business. Its high-bandwidth flash technology also gives it another path into AI inference as companies search for cheaper ways to move more data into accelerators.

The chart is testing the same major resistance area for the third time. Repeated tests can weaken resistance, but I still want to see a clean hold above it before assuming the move continues.

2. INTC — The CPU Demand Trade

Intel is being treated mainly as a foundry turnaround, but I think the CPU opportunity is being overlooked. AI systems still need CPUs to organize data, manage workloads, and support GPUs. As inference and agent usage grow, server CPU demand should rise with them.

Consumer agents add another potential growth driver. More usage means more work running through data centers, with some workloads eventually shifting to AI-capable PCs and edge devices. Intel can benefit through both Xeon server processors and its consumer CPU business.

Intel does not need to beat Nvidia in GPUs for the stock to work. It needs CPU demand to remain strong, the AI-PC upgrade cycle to develop, and its manufacturing roadmap to keep improving.

3. QQQ — The Cleanest Market Bet

QQQ is the simplest way to own the broader move without depending on one company. The Nasdaq finished the week higher despite a Fed hike, high oil prices, and a 10-year yield near 5%.

That relative strength is the signal. If yields stabilize, AI adoption keeps building, and geopolitical pressure eases, QQQ should be the cleanest way to participate in a tech-led rally.

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