#AIStocksWhatNext
Nvidia just did $96.2B in one quarter. $89B of that was Data Center alone up 117% YoY.
Jensen Huang says demand is "accelerating."
Trump says AI could hit 25% of U.S. GDP.
Anthropic's CEO says: slow down, safety needs to catch up.
Three different signals. Same market.
Here's my read:
Long-term, this isn't hype the revenue is real, the capex is real, and now there's political tailwind behind it too.
Short-term, valuations are already pricing in near-perfect execution, and margin pressure from all that reinvested capex is the real risk, not demand.
The part most people aren't asking:
If TradFi AI names like $NVDA are this stretched, does capital start rotating into Crypto AI tokens next compute-marketplace plays like $NEAR or $TAO the way it usually does when equity valuations run hot?
Bullish long-term. Cautious short-term. Watching where the rotation goes next.
Where do you stand riding the AI stock rally with $NVDA, or positioning in Crypto AI tokens like $TAO instead? ๐
#AIStocksWhatNext
Nvidia just did $96.2B in one quarter. $89B of that was Data Center alone up 117% YoY.
Jensen Huang says demand is "accelerating."
Trump says AI could hit 25% of U.S. GDP.
Anthropic's CEO says: slow down, safety needs to catch up.
Three different signals. Same market.
Here's my read:
Long-term, this isn't hype the revenue is real, the capex is real, and now there's political tailwind behind it too.
Short-term, valuations are already pricing in near-perfect execution, and margin pressure from all that reinvested capex is the real risk, not demand.
The part most people aren't asking:
If TradFi AI names like $NVDA are this stretched, does capital start rotating into Crypto AI tokens next compute-marketplace plays like $NEAR or $TAO the way it usually does when equity valuations run hot?
Bullish long-term. Cautious short-term. Watching where the rotation goes next.
Where do you stand riding the AI stock rally with $NVDA, or positioning in Crypto AI tokens like $TAO instead? ๐
#AIStocksWhatNext
