AI stocks are running hard but the real test is coming 🤖
Chips data centers cloud and AI software are still seeing strong demand and the numbers are starting to reflect that
Nvidia for example reported $89B in Data Center revenue for its latest quarter up 117% YoY while Gartner expects global AI spending to grow nearly 50% in 2026
So I’m still constructive on the bigger AI trend....
But after such a strong run I wouldn’t treat every AI stock the same
The names I’d pay more attention to are the ones showing real revenue growth strong cash flow & aactual demand for their products
The AI story looks real......
The bigger question now is how much of that growth is already priced in🙄
#AIStocksWhatNext
Chips data centers cloud and AI software are still seeing strong demand and the numbers are starting to reflect that
Nvidia for example reported $89B in Data Center revenue for its latest quarter up 117% YoY while Gartner expects global AI spending to grow nearly 50% in 2026
So I’m still constructive on the bigger AI trend....
But after such a strong run I wouldn’t treat every AI stock the same
The names I’d pay more attention to are the ones showing real revenue growth strong cash flow & aactual demand for their products
The AI story looks real......
The bigger question now is how much of that growth is already priced in🙄
#AIStocksWhatNext
