🤖📈 AI stocks are still running. But I think investors are asking the wrong question.
The question isn’t simply: “Is AI a bubble?”
The better question is: Can AI companies turn this massive spending cycle into sustainable profits?
Nvidia recently projected roughly 70% revenue growth for its next fiscal year, while Jensen Huang has said Nvidia expects to sell twice as many chips next year as this year. That tells us one thing clearly: demand for AI compute is still extremely strong.
But there’s another side of the story.
AI infrastructure requires enormous spending on chips, data centers, power and financing. Today, investors are already becoming more selective around the growing debt needed to fund that expansion.
That’s where my view gets interesting:
I’m bullish on AI as a long-term technology trend — but I’m not bullish on every stock simply because it has “AI” attached to it.
The next winners may be the companies that prove AI demand can become durable earnings, not just bigger capex.
So I’m watching two things now:
🧠 AI demand
💰 The actual return on all that AI spending
AI may not be finished. The easy part may simply be over.
What’s your view — are AI stocks entering their next major growth phase, or are expectations getting too far ahead of fundamentals?
#AIStocksWhatNext #AI #Nvidia #AIStocks #Investing
$哈基米
$MUBARAK
$BTC
The question isn’t simply: “Is AI a bubble?”
The better question is: Can AI companies turn this massive spending cycle into sustainable profits?
Nvidia recently projected roughly 70% revenue growth for its next fiscal year, while Jensen Huang has said Nvidia expects to sell twice as many chips next year as this year. That tells us one thing clearly: demand for AI compute is still extremely strong.
But there’s another side of the story.
AI infrastructure requires enormous spending on chips, data centers, power and financing. Today, investors are already becoming more selective around the growing debt needed to fund that expansion.
That’s where my view gets interesting:
I’m bullish on AI as a long-term technology trend — but I’m not bullish on every stock simply because it has “AI” attached to it.
The next winners may be the companies that prove AI demand can become durable earnings, not just bigger capex.
So I’m watching two things now:
🧠 AI demand
💰 The actual return on all that AI spending
AI may not be finished. The easy part may simply be over.
What’s your view — are AI stocks entering their next major growth phase, or are expectations getting too far ahead of fundamentals?
#AIStocksWhatNext #AI #Nvidia #AIStocks #Investing
$哈基米
$MUBARAK
$BTC