#aistockswhatnext
🚨 AI stocks keep climbing — but the bigger opportunity may be underneath the AI boom.
Nvidia CEO Jensen Huang says the company expects to sell twice as many chips next year as this year, pointing to accelerating AI investment across industries and countries. Nvidia has also projected roughly 70% revenue growth for fiscal 2028.
But if AI demand keeps expanding, the money doesn't stop at GPUs.
Think:
→ Memory & advanced packaging
→ Networking and power infrastructure
→ Data-center operators & REITs
→ Utilities and grid equipment
And the policy backdrop is getting bigger too. Trump has announced plans for an “AI Force” and an AI czar, while saying AI could eventually represent as much as 25% of U.S. GDP — a projection, not an established forecast.
The bull case is simple: AI capex keeps beating expectations.
The bear case? Valuations, financing costs and a potential slowdown in AI spending eventually catch up.
The interesting question now: are the next AI winners still the chipmakers, or the companies supplying everything around them? 👀
$NVDA
#AIStocks #NVIDIA #artificialintelligence #tech
🚨 AI stocks keep climbing — but the bigger opportunity may be underneath the AI boom.
Nvidia CEO Jensen Huang says the company expects to sell twice as many chips next year as this year, pointing to accelerating AI investment across industries and countries. Nvidia has also projected roughly 70% revenue growth for fiscal 2028.
But if AI demand keeps expanding, the money doesn't stop at GPUs.
Think:
→ Memory & advanced packaging
→ Networking and power infrastructure
→ Data-center operators & REITs
→ Utilities and grid equipment
And the policy backdrop is getting bigger too. Trump has announced plans for an “AI Force” and an AI czar, while saying AI could eventually represent as much as 25% of U.S. GDP — a projection, not an established forecast.
The bull case is simple: AI capex keeps beating expectations.
The bear case? Valuations, financing costs and a potential slowdown in AI spending eventually catch up.
The interesting question now: are the next AI winners still the chipmakers, or the companies supplying everything around them? 👀
$NVDA
#AIStocks #NVIDIA #artificialintelligence #tech
