Bullish Bold

AI Stocks Are Rising Again — But Where Is the Opportunity Beyond the Biggest Names?

AI is no longer just about buying the biggest AI stocks.

The bigger question is: what else benefits if AI infrastructure spending keeps expanding?

NVIDIA’s latest numbers show why this matters. In fiscal Q2 2027, NVIDIA generated $96.2B in revenue, up 106% YoY, while Data Center revenue reached $89B, up 117%. It also guided for approximately $108B in Q3 revenue.

NVIDIA’s CFO also noted that customer forecasts imply NVIDIA’s growth could roughly double next year, while NVIDIA itself expects around 70% growth as supply constraints remain.

That points to a broader opportunity.

Every AI data center needs more than GPUs: electricity, transformers, cooling, networking, optical connectivity and semiconductor equipment.

Gartner projects global data-center electricity consumption to reach 565 TWh in 2026, up 26% YoY, with AI-optimized servers accounting for 31% of consumption.

As AI clusters scale, connectivity becomes critical too. Moving data between processors requires increasingly advanced networking and optical infrastructure.

Semiconductor equipment is another key layer as chipmakers prepare for next-generation AI production.

So the AI investment story may be bigger than:

“AI stocks are rising → buy AI stocks.”

The real question is whether the companies supporting this buildout can turn massive AI spending into sustainable revenue, cash flow and long-term demand.

There are risks. Valuations can move faster than fundamentals, data centers require enormous capital, and power availability can become a bottleneck.

That’s why I’m watching four areas:

Power & energy infrastructure
Cooling & electrical equipment
Networking & optical connectivity
Semiconductor equipment

AI may be the headline.

But the next opportunity could be hidden in everything AI needs to run.

What are you watching beyond the biggest AI stocks?

#AIStocksWhatNext

$ADA is showing strong bullish momentum with aggressive upside expansion.
Buyers remain in control as price holds a clear higher-high, higher-low structure.

Entry: 0.2390–0.2430
Stop: 0.2350

Targets
→ 0.2500
→ 0.2550
→ 0.2600

Liquidity above 0.2488 remains the key reaction zone, while holding the 0.2390 area keeps the bullish structure intact. A clean breakout can trigger further upside continuation.

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$SUI is showing strong bullish momentum with aggressive upside expansion.
Buyers remain in control as price holds a clear higher-high, higher-low structure.

Entry: 1.0300–1.0450
Stop: 1.0120

Targets
→ 1.0690
→ 1.0850
→ 1.1000

Liquidity above 1.0566 remains the key reaction zone, while holding the 1.03 area keeps the bullish structure intact. A clean breakout can trigger further upside continuation.

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$CELR showing strong bullish momentum with aggressive expansion.
Buyers remain in control as structure continues to hold above the breakout zone.

Entry: 0.00440 - 0.00455
Stop: 0.00405

Targets
→ 0.00480
→ 0.00520
→ 0.00550

Liquidity has been swept above the recent high, with price reacting strongly from the breakout structure. Holding the entry zone keeps bullish continuation valid toward the next liquidity levels.

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$AVAX is showing strong bullish momentum with aggressive upside expansion.
Buyers remain in control as price holds the breakout structure above key support.

Entry: 9.10 - 9.25
Stop: 8.85

Targets
→ 9.50
→ 9.80
→ 10.20

Liquidity has been swept above the recent highs, while strong buying reaction continues to support the bullish structure. Holding above 9.10 keeps momentum intact and leaves room for further expansion.

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$ZEC has delivered a jaw-dropping move over the past two years.

A $10,400 investment made two years ago would now be worth more than $1 million.

That means ZEC climbed roughly 96x during the period, turning a relatively small position into a seven-figure sum.

Moves like this show how quickly crypto returns can compound when a token catches a major market wave.

The bigger question now: what comes next for ZEC?

FOMC September: What’s The Fed’s Next Move?
The Fed decision is now the main macro event for markets, and this time the setup is particularly interesting.
August core CPI increased 0.3% month-over-month, while market expectations have moved strongly toward a 25-basis-point rate hike this week. The key question for me isn't only whether the Fed hikes, but what this decision tells us about the path ahead.
Is this simply a one-time move, or could it be the beginning of a longer tightening cycle?
A rate hike itself may already be partly reflected in prices, so the bigger reaction could come from the Fed's statement, projections and guidance on future policy.
If the Fed sounds more hawkish, higher yields and tighter financial conditions could put additional pressure on BTC and tech stocks, while the dollar and bond yields could become important signals to watch.
On the other hand, if the hike comes with a less aggressive message about future increases, risk assets could get some breathing room. Gold could also remain interesting as investors balance inflation concerns, rates and geopolitical uncertainty.
Bitcoin is currently trading around the $76K area, so I’m watching how BTC reacts after the decision rather than trying to predict the first candle.
Gold is also worth watching closely. XAUT is around the $4.3K area, and it has already shown strength ahead of the Fed decision.
For my next trade, I’m keeping XAUT on the radar through the volatility. The trade widget below shows the position I’m tracking.
My approach: no chasing the first move. I want to see whether the Fed's message confirms the initial market reaction, then manage risk accordingly.
The rate decision is one event.
The real signal may be what comes after it.
#FedRateWatch

$ARB is showing strong bullish momentum with buyers pushing into fresh local highs.
Market structure remains bullish with control above the 0.1573 support zone.

Entry: 0.1580 - 0.1610
Stop: 0.1535

Targets
→ 0.1667
→ 0.1739
→ 0.1800

Liquidity is sitting below the recent breakout zone, while the reaction around 0.1573 will confirm whether buyers retain control. A clean hold of this structure can drive continuation toward the previous high and beyond.

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Big money is moving into crypto again.

BlackRock and other ETFs have bought $160.04 million worth of Bitcoin, alongside $121.02 million in Ethereum.

That puts nearly $281 million into the two largest crypto assets through these ETF purchases.

For me, the key signal is simple: institutional capital is still actively participating in the market.

Now the question is whether this buying pressure keeps building from here.

$HIVE is showing strong bullish momentum after an explosive breakout.
Buyers remain in control while the structure holds above the breakout zone.

Entry: 0.0584 - 0.0606
Stop: 0.0565

Targets
→ 0.0629
→ 0.0659
→ 0.0674

Liquidity has expanded sharply after the breakout, with price reacting strongly from the previous structure. Holding above 0.0584 keeps the bullish structure intact and opens room for another push into upper liquidity.

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$ZEC is showing strong momentum after a sharp recovery from the lows.
ZEC structure remains bullish while buyers maintain control above key support.

Entry: 1,135 - 1,145
Stop: 1,115

Targets
→ 1,162
→ 1,180
→ 1,200

Liquidity is building above the recent highs while ZEC reacts strongly from the 1,117 support zone. Holding this structure keeps buyers in control and opens the path toward upper liquidity.

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$FIL is showing strong momentum after an aggressive expansion from the lows.
FIL structure remains bullish while buyers defend the key support zone.

Entry: 0.9550 - 0.9650
Stop: 0.9320

Targets
→ 0.9947
→ 1.0200
→ 1.0397

Liquidity is building above the recent highs while FIL reacts strongly from the 0.9364 support zone. Holding this structure keeps buyers in control and opens the path toward upper liquidity.

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Bitcoin just hit a critical weekly barrier — and sellers pushed back.

$BTC was rejected at the 50-week MA. A weekly close back above it could strengthen the case that $57K marked the bottom and the bull market is truly underway.

The warning sign? The previous two rejections from this area were followed by major crashes.

If Bitcoin closes below the 50W MA again, attention shifts to the 200W MA near $65K.

This weekly close could shape the next big move.

$HOLO is showing steady strength with buyers defending the recovery.
Structure remains bullish while buyers maintain control above the support zone.

Entry: 0.0625 - 0.0634
Stop: 0.0615

Targets
→ 0.0638
→ 0.0649
→ 0.0660

Liquidity remains concentrated above resistance, and the reaction from 0.0618 shows strong demand after the pullback. Holding the structure above 0.0615 keeps continuation pressure intact.

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$STEEM is showing explosive strength with momentum firmly on the upside.
Structure remains bullish while buyers maintain control above the breakout zone.

Entry: 0.0630 - 0.0660
Stop: 0.0595

Targets
→ 0.0700
→ 0.0740
→ 0.0800

Liquidity expanded sharply through resistance, and the reaction near 0.07008 shows active profit-taking after the impulse. Holding the breakout structure above 0.0595 keeps continuation pressure intact.

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$POWR is showing explosive strength with momentum firmly on the upside.
Structure remains bullish while buyers maintain control above the breakout zone.

Entry: 0.0780 - 0.0810
Stop: 0.0730

Targets
→ 0.0850
→ 0.0890
→ 0.0950

Liquidity expanded sharply through resistance, and the reaction near 0.0890 shows active profit-taking after the impulse. Holding the breakout structure above 0.0730 keeps continuation pressure intact.

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$REZ is showing strong bullish momentum with buyers pushing price aggressively toward resistance.
The structure remains bullish while REZ holds above the recent breakout zone.

Entry: 0.00348 - 0.00354
Stop: 0.00334

Targets
→ 0.00365
→ 0.00386
→ 0.00405

Liquidity is building above the recent high, while the reaction from lower levels confirms strong demand. Holding the breakout structure keeps buyers in control and opens room for continuation toward higher liquidity zones.

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The headline CPI looks hot, but I’m more interested in what’s underneath it.

August CPI rose 0.4% MoM and 3.4% YoY, yet gasoline alone jumped 3.9% and accounted for more than a third of the monthly increase. Core CPI was firmer at 0.3% MoM, but eased to 2.4% YoY. That distinction matters before the next Fed decision.

Add 162K new payrolls and 4.1% unemployment, and the Fed still has room to stay restrictive. My take: this data does not automatically force a hike. A hold with a hawkish message still looks plausible.

For markets, I’m neutral-to-cautious. If yields keep climbing, stocks and crypto may stay under pressure. If yields fail to confirm the inflation scare, risk assets could stabilize quickly.

I’m watching the composition of inflation, not just the headline number.

What matters more now: energy-driven CPI or sticky core inflation?

#CPIWatch

$DOGS is showing strong bullish momentum after a sharp breakout.
Buyers remain in control while the higher-high structure stays intact.

Entry: 0.00005220 - 0.00005310
Stop: 0.00005040

Targets
→ 0.00005505
→ 0.00005750
→ 0.00006000

Liquidity is building above the recent high, while pullback reactions continue to defend the breakout structure. Holding the entry zone keeps bullish continuation in focus.

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$POL is showing strong reaction strength after sweeping the local lows.
Price structure confirms buyers are attempting to regain control above the liquidity zone.

Entry: 0.0920–0.0926
Stop: 0.0908

Targets
→ 0.0947
→ 0.0968
→ 0.0991

Liquidity was swept near 0.0910 before a sharp reaction pushed POL back above the lows. Price is now testing the breakdown structure, and holding this zone keeps upside liquidity around 0.0947–0.0991 in focus.

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