#AIStocksWhatNext
The AI trade isn't cooling off — it's broadening. Nvidia and the hyperscalers (Microsoft, Google, Amazon) still anchor it, but the real momentum is shifting to the infrastructure layer: memory chips (Micron), networking (Marvell), and pure-play AI cloud (CoreWeave). Capex from the "Magnificent 7" has tripled since 2023 and shows no sign of slowing, funded largely by cash, not debt — a key difference from the dot-com bubble. My take: don't chase the obvious mega-caps at these valuations. The better risk-reward now sits one layer down, in the picks-and-shovels names still priced for skepticism rather than mania.
#bitcoin #BinanceSquareFamily
#AI板块强势进击
The AI trade isn't cooling off — it's broadening. Nvidia and the hyperscalers (Microsoft, Google, Amazon) still anchor it, but the real momentum is shifting to the infrastructure layer: memory chips (Micron), networking (Marvell), and pure-play AI cloud (CoreWeave). Capex from the "Magnificent 7" has tripled since 2023 and shows no sign of slowing, funded largely by cash, not debt — a key difference from the dot-com bubble. My take: don't chase the obvious mega-caps at these valuations. The better risk-reward now sits one layer down, in the picks-and-shovels names still priced for skepticism rather than mania.
#bitcoin #BinanceSquareFamily
#AI板块强势进击
