AI stocks keep rising, but the big question is whether this rally is real growth or just another bounce.
Nvidia continues to see massive AI demand, while companies like Anthropic and OpenAI are generating billions in revenue. At the same time, US hyperscalers are spending hundreds of billions on AI infrastructure, showing that the demand for compute is still strong.
What makes this cycle interesting is that AI leaders are not only growing revenue, but many are also generating strong cash flow while expanding their AI investments.
Beyond Nvidia, I’m watching Micron, Broadcom, Marvell and Amazon, especially for HBM memory, custom silicon, AI networking and cloud infrastructure.
My focus is the AI infrastructure layer, not just GPUs. The next 12 months could reveal which companies have real AI monetization and which are simply benefiting from the hype.
Are you bullish or bearish on AI stocks? Share your AI-related trade or holdings and let me know what you’re watching.
#AIStocksWhatNext
$MUBARAK
$AGT
$KERNEL
Nvidia continues to see massive AI demand, while companies like Anthropic and OpenAI are generating billions in revenue. At the same time, US hyperscalers are spending hundreds of billions on AI infrastructure, showing that the demand for compute is still strong.
What makes this cycle interesting is that AI leaders are not only growing revenue, but many are also generating strong cash flow while expanding their AI investments.
Beyond Nvidia, I’m watching Micron, Broadcom, Marvell and Amazon, especially for HBM memory, custom silicon, AI networking and cloud infrastructure.
My focus is the AI infrastructure layer, not just GPUs. The next 12 months could reveal which companies have real AI monetization and which are simply benefiting from the hype.
Are you bullish or bearish on AI stocks? Share your AI-related trade or holdings and let me know what you’re watching.
#AIStocksWhatNext
$MUBARAK
$AGT
$KERNEL
