📈 Nvidia & the AI Compute Boom
Nvidia's guidance for chip sales to double next year is the number that matters here — not the daily green candles. 🚀 If that demand signal is real, and enterprise capex trends back it up, the AI trade isn't done. But "the trend is real" and "everything trading at these multiples deserves it" are two different claims, and right now the market is pricing both the same way.
I'm long-term bullish on the compute buildout itself — 🏗️ data centers, ⚡ power infrastructure, high-bandwidth memory, networking. That's the picks-and-shovels layer, and it doesn't need every AI startup to succeed to keep growing. Short-term, I'm more careful: when a rally goes from "select names with real earnings" to "anything with AI in the name," that's usually late-cycle behavior, not early.
📊 Real breakout in the underlying trend, overextended in a chunk of the names riding on it. Not trading this actively right now — watching for a better entry.
#AIStocksWhatNext
Nvidia's guidance for chip sales to double next year is the number that matters here — not the daily green candles. 🚀 If that demand signal is real, and enterprise capex trends back it up, the AI trade isn't done. But "the trend is real" and "everything trading at these multiples deserves it" are two different claims, and right now the market is pricing both the same way.
I'm long-term bullish on the compute buildout itself — 🏗️ data centers, ⚡ power infrastructure, high-bandwidth memory, networking. That's the picks-and-shovels layer, and it doesn't need every AI startup to succeed to keep growing. Short-term, I'm more careful: when a rally goes from "select names with real earnings" to "anything with AI in the name," that's usually late-cycle behavior, not early.
📊 Real breakout in the underlying trend, overextended in a chunk of the names riding on it. Not trading this actively right now — watching for a better entry.
#AIStocksWhatNext
