#AIStocksWhatNext
Looking at Nvidia’s projection for chip sales to double alongside massive institutional spending, it’s hard not to wonder if we’re riding a genuine supercycle or heading into a peak.
Personally, I’m remaining bullish on the space, but I’m getting much more strategic about where the capital goes next.
The staggering compute spend we're seeing right now isn't just retail hype—it's a real hardware breakout. But as hardware margins eventually level off, smart money is going to start moving into secondary plays like energy grid infrastructure, decentralized compute networks, and specialized data providers that keep these massive models running.
On the policy side, even with tech leaders asking for a breather, government backing is going to take center stage. When you have proposals around a US "AI Force" and talk of AI driving a quarter of future GDP, state support becomes a massive long-term tailwind that you simply can't trade against. National rivalry alone will keep funding flowing.
For me, the real opportunities right now aren't just over-leveraged tech giants—they're the energy companies powering data centers and decentralized compute platforms (DePIN) offering cheaper power alternatives.
Looking at Nvidia’s projection for chip sales to double alongside massive institutional spending, it’s hard not to wonder if we’re riding a genuine supercycle or heading into a peak.
Personally, I’m remaining bullish on the space, but I’m getting much more strategic about where the capital goes next.
The staggering compute spend we're seeing right now isn't just retail hype—it's a real hardware breakout. But as hardware margins eventually level off, smart money is going to start moving into secondary plays like energy grid infrastructure, decentralized compute networks, and specialized data providers that keep these massive models running.
On the policy side, even with tech leaders asking for a breather, government backing is going to take center stage. When you have proposals around a US "AI Force" and talk of AI driving a quarter of future GDP, state support becomes a massive long-term tailwind that you simply can't trade against. National rivalry alone will keep funding flowing.
For me, the real opportunities right now aren't just over-leveraged tech giants—they're the energy companies powering data centers and decentralized compute platforms (DePIN) offering cheaper power alternatives.