AI stocks are rising. But I’m not convinced the next opportunity is simply buying more AI stocks.
That is the part of this rally I find most interesting.
Nvidia just reported $96.2B in quarterly revenue, with data-center revenue reaching $89B. At the same time, Jensen Huang says AI infrastructure demand is accelerating. So the “AI demand is disappearing” argument is becoming harder to make.
But there is another question investors should be asking:
If AI spending keeps getting bigger, where does the money go after the obvious winners?
My answer is the companies supplying the bottlenecks.
AI needs far more than GPUs. It needs memory, networking, electricity, cooling, data-center capacity and the semiconductor equipment required to keep expanding compute.
That is why I’m bullish on the AI investment cycle, but more selective on chasing stocks simply because they have an AI label.
There is also a bigger structural signal. The U.S. government is increasingly treating AI as a strategic priority. Trump recently announced plans for an “AI Force” and a new AI czar, while the administration continues to frame AI development as part of the broader U.S.-China technology competition.
So I’m watching two things at the same time:
AI demand and the infrastructure required to satisfy it.
For me, the next opportunity may not be the company selling the AI story.
It may be the companies selling everything the AI story needs to keep running.
I’m sharing my AI-related trade/holding through the Binance Trade Sharing Widget.
#AIStocksWhatNext
$KERNEL $4Stock $AKE
That is the part of this rally I find most interesting.
Nvidia just reported $96.2B in quarterly revenue, with data-center revenue reaching $89B. At the same time, Jensen Huang says AI infrastructure demand is accelerating. So the “AI demand is disappearing” argument is becoming harder to make.
But there is another question investors should be asking:
If AI spending keeps getting bigger, where does the money go after the obvious winners?
My answer is the companies supplying the bottlenecks.
AI needs far more than GPUs. It needs memory, networking, electricity, cooling, data-center capacity and the semiconductor equipment required to keep expanding compute.
That is why I’m bullish on the AI investment cycle, but more selective on chasing stocks simply because they have an AI label.
There is also a bigger structural signal. The U.S. government is increasingly treating AI as a strategic priority. Trump recently announced plans for an “AI Force” and a new AI czar, while the administration continues to frame AI development as part of the broader U.S.-China technology competition.
So I’m watching two things at the same time:
AI demand and the infrastructure required to satisfy it.
For me, the next opportunity may not be the company selling the AI story.
It may be the companies selling everything the AI story needs to keep running.
I’m sharing my AI-related trade/holding through the Binance Trade Sharing Widget.
#AIStocksWhatNext
$KERNEL $4Stock $AKE
