#AIStocksWhatNext ka scene ab change ho raha hai. 2023-2025 tak har AI stock bhaag raha tha, ab 2026 ka second half selective ho gaya hai. Yahan detailed breakdown hai:
*1. Core Theme - Shift from Infrastructure to Monetization*
In 2026, hyperscalers have made record spending:
- Amazon: $200 Billion
- Alphabet: $185 Billion
- Meta: $135 Billion
- Microsoft: $105 Billion 364b
Meaning, only 4 companies are spending a total of $625 Billion on AI data centers. This means it’s not an AI bubble—this is the start of the *Fourth Industrial Revolution*, as Dan Ives is saying 7b5e
*2. Hardware Still Rules - But 3 Names at the Top*
Analysts say AI chip revenue will grow by 40% year-over-year until 2028 f6d5
Top 3 picks that could become the best performers by end of 2026:
*a) Nvidia (NVDA):* Guidance for 70% revenue growth for 2027, and the Forward P/E is only around 15x, which is cheap for a company of this size. The Blackwell Ultra platform delivers 4x inference performance. 0f9e
*b) Broadcom (AVGO):* Leader in custom AI chips. Google, Meta—everyone is making their own custom ASICs with Broadcom f6d5
*c) TSMC & Micron:* TSMC makes every AI chip regardless of whether Nvidia wins or Broadcom. Micron is benefiting from HBM (High Bandwidth Memory). f6d5
*3. Software Guys Will Start Making Money Now*
In the first 3 years, hardware was making money; now it’s software’s turn:
- *Microsoft:* The safest bet—Copilot Office 365 + Azure + GitHub, with multiple monetization
- *Palantir (AIP Platform)* and *CrowdStrike* are increasing commercial revenue through their AI platforms.
- New names that Ives added to his *AI 30 list*: *CoreWeave (CRWV), Iren (IREN), Shopify (SHOP)*—they’re monetizing pure-play AI infrastructure a9a67b5e
*4. What Next - What Strategy Should You Have?*
Analysts say 2026 won’t be a straight melt-up; there will be more *dispersion*—meaning the gap between winners and losers will grow f6d5
*My strategy for you:*
- *60% Core:* NVDA + TSM + MSFT—they will never die
- *25% Growth:* AVGO, Micron, Nebius (NBIS) - Nebius for 2026
*1. Core Theme - Shift from Infrastructure to Monetization*
In 2026, hyperscalers have made record spending:
- Amazon: $200 Billion
- Alphabet: $185 Billion
- Meta: $135 Billion
- Microsoft: $105 Billion 364b
Meaning, only 4 companies are spending a total of $625 Billion on AI data centers. This means it’s not an AI bubble—this is the start of the *Fourth Industrial Revolution*, as Dan Ives is saying 7b5e
*2. Hardware Still Rules - But 3 Names at the Top*
Analysts say AI chip revenue will grow by 40% year-over-year until 2028 f6d5
Top 3 picks that could become the best performers by end of 2026:
*a) Nvidia (NVDA):* Guidance for 70% revenue growth for 2027, and the Forward P/E is only around 15x, which is cheap for a company of this size. The Blackwell Ultra platform delivers 4x inference performance. 0f9e
*b) Broadcom (AVGO):* Leader in custom AI chips. Google, Meta—everyone is making their own custom ASICs with Broadcom f6d5
*c) TSMC & Micron:* TSMC makes every AI chip regardless of whether Nvidia wins or Broadcom. Micron is benefiting from HBM (High Bandwidth Memory). f6d5
*3. Software Guys Will Start Making Money Now*
In the first 3 years, hardware was making money; now it’s software’s turn:
- *Microsoft:* The safest bet—Copilot Office 365 + Azure + GitHub, with multiple monetization
- *Palantir (AIP Platform)* and *CrowdStrike* are increasing commercial revenue through their AI platforms.
- New names that Ives added to his *AI 30 list*: *CoreWeave (CRWV), Iren (IREN), Shopify (SHOP)*—they’re monetizing pure-play AI infrastructure a9a67b5e
*4. What Next - What Strategy Should You Have?*
Analysts say 2026 won’t be a straight melt-up; there will be more *dispersion*—meaning the gap between winners and losers will grow f6d5
*My strategy for you:*
- *60% Core:* NVDA + TSM + MSFT—they will never die
- *25% Growth:* AVGO, Micron, Nebius (NBIS) - Nebius for 2026