AI is still one of the biggest stories in the market. Nvidia recently forecast that next year’s revenue could increase by around 70%, further underscoring how massive the demand for AI infrastructure and computing capacity remains.
But what I’m concerned about right now is not only whether AI is growing, but rather:
👉 How long can this growth be sustained at its current pace?
AMD has just surpassed the $1 trillion market capitalization mark, while AMD shares have surged strongly in 2026—indicating that capital continues to flow into the chip and AI infrastructure sector.
On the other hand, some AI leaders like Dario Amodei and Sam Altman are calling for the pace of AI development to be more tightly controlled due to safety risks. Meanwhile, Jensen Huang and some other leaders still emphasize continuing to invest in and develop AI.
📊 My perspective:
I’m still optimistic about the long-term AI trend, but I don’t want to focus only on stocks that have already surged.
Besides the chip sector, I’m also paying attention to other links in the AI ecosystem:
• 🖥️ Data center & cloud
• ⚡ Power and energy infrastructure
• 🌐 Networking
• 💾 Memory & storage
• 🔐 Cybersecurity
• 🤖 AI application software
In my opinion, the next important question isn’t “Will AI keep going up?” but rather:
“Who will be the next beneficiary as AI computing demand continues to expand?”
I’m closely monitoring the AI group and will share my trades/portfolios through a trading widget.
Are you bullish or bearish on AI Stocks? 👇
