The debate over whether AI is a bubble ignores the real bottleneck: energy and thermal infrastructure. While the market continues chasing chip stocks after Nvidia's record earnings $NVDA , the opportunity with real growth margin lies in the second layer of value: nuclear energy, liquid cooling, and electrical transmission networks.
Calls to slow down development run head-on into geopolitics. Projects like the "AI Force" show that AI has moved from commercial software to a national security asset, securing subsidies and long-term state backing.
My stance is Bullish, but rotating strategy: I reduce direct exposure to overvalued processors and reallocate capital toward the physical infrastructure that keeps data centers running.
I share my current holdings and operations using the widget below 👇
#AIStocksWhatNext
Calls to slow down development run head-on into geopolitics. Projects like the "AI Force" show that AI has moved from commercial software to a national security asset, securing subsidies and long-term state backing.
My stance is Bullish, but rotating strategy: I reduce direct exposure to overvalued processors and reallocate capital toward the physical infrastructure that keeps data centers running.
I share my current holdings and operations using the widget below 👇
#AIStocksWhatNext