NVIDIA says it expects to sell 2x as many chips next year. That tells you something about how aggressively companies are still building AI capacity.
But here's the part I'm watching 👀
More chips → more data centers → more power → more capex.
At some point, the market has to ask:
How much AI spending is actually turning into sustainable revenue?
$NVDA $BTW $NOM
AI stocks can keep running while expectations keep rising.
The real question is what happens when the growth rate starts cooling.
Breakout or crowded trade?
#AIStocksWhatNext
But here's the part I'm watching 👀
More chips → more data centers → more power → more capex.
At some point, the market has to ask:
How much AI spending is actually turning into sustainable revenue?
$NVDA $BTW $NOM
AI stocks can keep running while expectations keep rising.
The real question is what happens when the growth rate starts cooling.
Breakout or crowded trade?
#AIStocksWhatNext