Behind the Scenes of an AI Race: Why I’m looking not at the chips, but at their “signature” 🔬
Everyone in crowds rushes to buy $NVDAB , $AMDB , or $MSFTB with every AI news. But if you look at the market from the standpoint of production physics, this race has a bottleneck that 90% of retail investors don’t even think about.
No Nvidia or AMD can “print” a single chip without EUV lithography installations from $ASMLB (ASML).
While the giants burn billions of dollars in Capex and fight over market share:
they’re forced to buy equipment from a single monopolist.
Process-node complexity is increasing → the value of lithography infrastructure grows exponentially.
Unlike software or model developers, where the leader changes every month, the physical equipment vendor is locked in for years ahead.
For me, bStocks is exactly a way to build a portfolio not out of “current hype favorites,” but out of hard monopolists of infrastructure.
And how do you pick the AI sector in bStocks?
@BinanceCIS #bStocksCIS
Everyone in crowds rushes to buy $NVDAB , $AMDB , or $MSFTB with every AI news. But if you look at the market from the standpoint of production physics, this race has a bottleneck that 90% of retail investors don’t even think about.
No Nvidia or AMD can “print” a single chip without EUV lithography installations from $ASMLB (ASML).
While the giants burn billions of dollars in Capex and fight over market share:
they’re forced to buy equipment from a single monopolist.
Process-node complexity is increasing → the value of lithography infrastructure grows exponentially.
Unlike software or model developers, where the leader changes every month, the physical equipment vendor is locked in for years ahead.
For me, bStocks is exactly a way to build a portfolio not out of “current hype favorites,” but out of hard monopolists of infrastructure.
And how do you pick the AI sector in bStocks?
@BinanceCIS #bStocksCIS