AI demand is still accelerating, and the numbers back it up.
Nvidia CEO Jensen Huang just said the company expects to sell roughly twice as many chips next year. They’re also guiding for around 70% revenue growth, which could push annual sales toward $673 billion. At the same time, the biggest AI companies continue to post record revenue while spending heavily on compute infrastructure. This doesn’t look like a short-term bounce it looks like real, broad-based demand that’s still expanding across industries and countries.
There’s a clear divide right now. Some industry leaders are calling for a slowdown in AI development over safety concerns. On the other side, Trump has announced plans for an “AI Force,” an AI Czar, and claims AI could eventually account for as much as 25% of U.S. GDP. His position is straightforward: support and grow the industry, don’t hold it back.
I’m firmly on the bullish side. I’m holding Nvidia (NVDA) as my core AI position and have been adding on dips. The combination of strong underlying demand and potential state-level support still looks powerful for the companies building the actual infrastructure.
Are you currently buying AI stocks, or are you waiting on the sidelines? Share your view and any holdings.
#AIStocksWhatNext
$PEPE
$1000SATS
$AKE
Nvidia CEO Jensen Huang just said the company expects to sell roughly twice as many chips next year. They’re also guiding for around 70% revenue growth, which could push annual sales toward $673 billion. At the same time, the biggest AI companies continue to post record revenue while spending heavily on compute infrastructure. This doesn’t look like a short-term bounce it looks like real, broad-based demand that’s still expanding across industries and countries.
There’s a clear divide right now. Some industry leaders are calling for a slowdown in AI development over safety concerns. On the other side, Trump has announced plans for an “AI Force,” an AI Czar, and claims AI could eventually account for as much as 25% of U.S. GDP. His position is straightforward: support and grow the industry, don’t hold it back.
I’m firmly on the bullish side. I’m holding Nvidia (NVDA) as my core AI position and have been adding on dips. The combination of strong underlying demand and potential state-level support still looks powerful for the companies building the actual infrastructure.
Are you currently buying AI stocks, or are you waiting on the sidelines? Share your view and any holdings.
#AIStocksWhatNext
$PEPE
$1000SATS
$AKE