𝐓𝐡𝐞 𝐀𝐈 𝐓𝐫𝐚𝐝𝐞 𝐌𝐢𝐠𝐡𝐭 𝐁𝐞 𝐌𝐨𝐯𝐢𝐧𝐠 𝐁𝐞𝐲𝐨𝐧𝐝 𝐂𝐡𝐢𝐩𝐬
For a while, the AI trade felt pretty straightforward.
Buy the chipmakers, watch the AI spending grow, repeat.
But the more I look at it, the harder it is to see AI as a one sector story.
Those massive data centres need enormous amounts of electricity. And once the infrastructure is in place, someone still has to turn all that computing power into products and services that actually generate revenue.
So the bigger picture starts looking more like:
Chips → Energy → Applications
That doesn’t mean Nvidia, AMD or Broadcom suddenly stop mattering. Chips are still the foundation.
The interesting question is where the next wave of capital goes as the AI cycle matures.
I’ve been keeping an eye on those broader themes through BingX TradFi alongside the usual AI names.
Which part of the AI ecosystem do you think gets the most attention next?
#BTC #BTC Price Analysis# #Macro Insights# #AI $BTC $ETH
For a while, the AI trade felt pretty straightforward.
Buy the chipmakers, watch the AI spending grow, repeat.
But the more I look at it, the harder it is to see AI as a one sector story.
Those massive data centres need enormous amounts of electricity. And once the infrastructure is in place, someone still has to turn all that computing power into products and services that actually generate revenue.
So the bigger picture starts looking more like:
Chips → Energy → Applications
That doesn’t mean Nvidia, AMD or Broadcom suddenly stop mattering. Chips are still the foundation.
The interesting question is where the next wave of capital goes as the AI cycle matures.
I’ve been keeping an eye on those broader themes through BingX TradFi alongside the usual AI names.
Which part of the AI ecosystem do you think gets the most attention next?
#BTC #BTC Price Analysis# #Macro Insights# #AI $BTC $ETH