๐จ AI STOCKS ARE NOT DONE YET โ THE BIGGER WAVE MAY BE STARTING.
Everyone is asking: โHas AI already gone too far?โ
I think the better question is: โWhat happens when AI spending goes even bigger?โ
Gartner expects global AI spending to reach roughly $2.7 TRILLION in 2026, up 49.5% YoY. That is not just retail hype โ it represents massive spending on AI infrastructure, chips, data centers, software and services.
NVIDIA is still forecasting powerful growth, while AMD recently crossed the $1 trillion market-cap mark as AI demand continues driving semiconductor stocks higher.
Yes, valuations are expensive. Yes, a sharp correction can happen.
But Iโm BULLISH.
The AI trade is evolving from a hype story into an infrastructure race.
The next winners may not simply be the companies building AI models โ they could be the companies supplying the chips, power, networking, data centers and infrastructure behind the entire AI economy.
๐ฅ AI bubble or AI supercycle?
Iโm betting on the supercycle โ but selectively.
Whatโs your side?
BULLISH ๐ข or BEARISH ๐ด?
#AIStocksWhatNext #AI #NVIDIA #stocks #Investing
$NVDAB
$NVDA.US
$AAPLB
Everyone is asking: โHas AI already gone too far?โ
I think the better question is: โWhat happens when AI spending goes even bigger?โ
Gartner expects global AI spending to reach roughly $2.7 TRILLION in 2026, up 49.5% YoY. That is not just retail hype โ it represents massive spending on AI infrastructure, chips, data centers, software and services.
NVIDIA is still forecasting powerful growth, while AMD recently crossed the $1 trillion market-cap mark as AI demand continues driving semiconductor stocks higher.
Yes, valuations are expensive. Yes, a sharp correction can happen.
But Iโm BULLISH.
The AI trade is evolving from a hype story into an infrastructure race.
The next winners may not simply be the companies building AI models โ they could be the companies supplying the chips, power, networking, data centers and infrastructure behind the entire AI economy.
๐ฅ AI bubble or AI supercycle?
Iโm betting on the supercycle โ but selectively.
Whatโs your side?
BULLISH ๐ข or BEARISH ๐ด?
#AIStocksWhatNext #AI #NVIDIA #stocks #Investing
$NVDAB
$NVDA.US
$AAPLB
