๐จ #AIStocksWhatNext โ Iโm still bullish, but this phase is about earnings, not hype.
AI demand is clearly expanding: Nvidia, AMD, memory makers and data-center names are all benefiting from massive compute spending, while leading AI companies keep posting record revenue.
But the real question is no longer:
โIs AI real?โ
Itโs:
โCan this level of spending keep producing enough revenue to justify the valuations?โ
My setup is simple:
AI capex stays strong โ chips, memory and data-center stocks keep leading.
Capex slows โ the most crowded AI trades can reverse fast.
For now, Iโm watching $NVDA , $AMD, $MU and $INTC .
Bullish on the trend. Selective on the entries. ๐
#BitcoinTops$87KAtEightMonthHigh #ZECBreaksAbove$1600AtRecordHigh #BitwiseNEARStakingETPAssetsTop$100M #BitcoinBreaksAboveMayHighNears$86K
AI demand is clearly expanding: Nvidia, AMD, memory makers and data-center names are all benefiting from massive compute spending, while leading AI companies keep posting record revenue.
But the real question is no longer:
โIs AI real?โ
Itโs:
โCan this level of spending keep producing enough revenue to justify the valuations?โ
My setup is simple:
AI capex stays strong โ chips, memory and data-center stocks keep leading.
Capex slows โ the most crowded AI trades can reverse fast.
For now, Iโm watching $NVDA , $AMD, $MU and $INTC .
Bullish on the trend. Selective on the entries. ๐
#BitcoinTops$87KAtEightMonthHigh #ZECBreaksAbove$1600AtRecordHigh #BitwiseNEARStakingETPAssetsTop$100M #BitcoinBreaksAboveMayHighNears$86K
