In the end, what AI ultimately bets on is compute power; behind compute power, what’s being competed for is data centers and infrastructure.

AI applications can change, and hot trends can rotate, but as long as AI continues to move forward, the need for compute power is hard to stop.

So when I go long on NBIS, I’m not betting on a single candlestick pattern—I’m betting that compute power demand will continue to grow over the next few years.

In the short term, prices may fluctuate and the market may keep reversing, but for things that truly form a trend, they often need time to play out.

Time will prove the value of compute power!