Shocking! AI stocks are surging like this, yet there are still a bunch of directions that haven’t really moved?

Over the past couple of days, I’ve looked through the AI industry chain. Everyone has been watching the hottest parts up front so closely.

What I want now is those later areas that haven’t really been attacked by capital yet.

For example: power, data centers, liquid cooling, storage, and AI applications. In some companies, orders have already started coming in, but the stock price is still dragging along.

This is the kind of setup that’s easiest to suddenly pop.

My sense about this AI wave right now is:

It’s not that there are no opportunities—

it’s that money has started shifting from the hottest spots to the side areas.

By the time one day the whole internet starts hyping these “back-row” plays, the prices probably won’t look like they do right now anymore.

If I had to choose one, I’d be watching for “has orders, has performance, and hasn’t gone crazy yet.”

Which one are you guys most hoping to lay a position in right now?

Compute power / Power / Liquid cooling / AI applications

#AI股持续上涨还有哪些投资机会 $NVDAB $AAPLB