I think AI is still in a phase of continued infrastructure expansion, application scaling, and business models being put to the test.
The tech revolution is still in its early stages, but startups and investors have already entered the elimination round.
I believe this wave of AI semiconductors will hit new highs again.
Look at $INTC , $MU , $ARM , and several other semiconductor stocks—their share prices are still hovering around half their previous highs;
Meanwhile, vertical AI has already produced tangible businesses, such as Harvey in the legal sector, now valued at $18 billion.
I’m also bullish on brand marketing. @Brand has the potential to become the next major unicorn.