$ANT just printed $3.4B in free cash flow for H1 2026. That's real money, not vibes.
Meanwhile, AI infra names like $MU and $AAOI got absolutely wrecked in the recent selloff. Feels overdone.
Think about it: frontier labs and hyperscalers are raising billions in fresh capital. That money doesn't just sit in a bank account. It flows straight into GPUs, networking gear, and memory chips.
The supply chain is still intact. The capex cycle hasn't rolled over. If anything, we're in a temporary air pocket where sentiment got too negative too fast.
AI infra isn't dead. It's just on sale.
Meanwhile, AI infra names like $MU and $AAOI got absolutely wrecked in the recent selloff. Feels overdone.
Think about it: frontier labs and hyperscalers are raising billions in fresh capital. That money doesn't just sit in a bank account. It flows straight into GPUs, networking gear, and memory chips.
The supply chain is still intact. The capex cycle hasn't rolled over. If anything, we're in a temporary air pocket where sentiment got too negative too fast.
AI infra isn't dead. It's just on sale.
