• Avicenna
  • Posts
  • Use electronics? Read this.

Use electronics? Read this.

Author

Nofil Khan
January 12, 2026

I’m sorry it’s taken me this long to write this newsletter. I should’ve written this three months ago.

If you have any plans to buy any kind of electronics, buy it now. PC, laptop, phone, fridge - anything, buy it now. Electronics will get more expensive this year.

Most people haven’t realised but the last few months have shown that there are a handful of companies in the whole world that control the creation and supply of key components for the majority of electronics on the planet. Take for example RAM. There are only 3 companies on the planet that produce RAM at scale. Two of these companies are pulling out of consumer markets so they can focus entirely on AI and data centres. The price of RAM has skyrocketed in the last two months, with the price of a stick going from $200 to $1500, the price of a new Macbook.

The price of GPUs is going up from $1500 to $5000 this year. SSD prices have increased several hundred as well.

If you’re planning to build or buy a PC, the best time to do so was about two months ago. The next best time is right now. Things are going to get much worse this year.

With all this happening, we have to consider, how can we benefit from this? AI will transform the world in the next 5 years, but how can the average person take advantage of such change?

You invest in AI.

But how?

You invest in the AI supply chain. The companies that provide the components to build AI.

Take for example $LITE ( ▲ 2.73% ) . They build the fibre optics used in data centres. In October, when I found this company, they were trading at ~$165/share. They’re now trading at $392.

Or take Sk Hynix which is my favourite stock. In September last year, just 3 months ago, it was trading at ~$260/share. It is currently trading at $760/share. This company supplies 60+% of NVIDIA’s HBM (high bandwidth memory).

Or Sandisk, which was trading at ~$120/share 3 months ago and is now trading a $351/share.

Or Micron, or Ciena, or AMKR, or AMAT, or Mitsui Kinzoku, or Shengyi technologies.

Shengyi makes copper clad laminate (CCL) that’s used in data centres. They’re up 21% in the last month alone.

All these companies either build the data centres, or build the components needed in the data centres.

If you’re wondering if things are going to slow down this year, they absolutely aren’t.

This is a separate conversation but I’ll quickly address this here. There are many who think this is a bubble and it will explode. This is irrelevant. This year and into the next, there will be no exploding happening. Which means more money will be pumped into advancing AI, meaning stocks will go up.

More importantly, the technology being created is going to change work as we know it. It makes sense that these companies stand to benefit immensely from this.

The obvious buys right now are Intel, SK Hynix, Micron, Sandisk and LITE. Besides this, I have invested in and/or would invest in the following:


Even if you don’t invest in anything, just make sure you buy any electronics before the prices get worse, because they will.

I will be writing about the state of AI today and how to build and use multi agent systems in the next article. Everyone was saying last year was the year of agents. They were wrong. This is the year of agents. Models are good enough to run for hours and solve problems previously unsolved. Whatever your mental model for how good AI is now, it’s probably behind reality.

Apologies once again for such a late newsletter and I’ll see you soon.

Reply

or to participate.