#aistockswhatnext ⚡ THE NEXT AI TRADE MAY NOT BE CHIPS
The first AI trade was simple: buy companies that build the AI compute.
Now I am watching what happens behind the chips. 👀
AI data centers need a lot of electricity cooling, networking and grid capacity. As hyperscalers keep spending on AI infrastructure these bottlenecks could become more important.
🔥 My AI thesis is shifting:
🔹 NVIDIA → direct exposure to AI compute demand
🔹 Vistra + Constellation Energy → power infrastructure supporting AI data‑center growth
🔹 ASI Alliance → decentralized AI/compute exposure
And there is another theme: Sovereign AI.
Governments increasingly view AI compute, as infrastructure possibly supporting long‑term investment through national programs and defense demand.
The first phase was CHIPS.
The next phase could be POWER + INFRASTRUCTURE + AI.
💬 What do you think comes next: AI chips or an energy/infrastructure supercycle?
#AI #NVIDIA #crypto #stocks
$NVDA $VST $CEG.US
The first AI trade was simple: buy companies that build the AI compute.
Now I am watching what happens behind the chips. 👀
AI data centers need a lot of electricity cooling, networking and grid capacity. As hyperscalers keep spending on AI infrastructure these bottlenecks could become more important.
🔥 My AI thesis is shifting:
🔹 NVIDIA → direct exposure to AI compute demand
🔹 Vistra + Constellation Energy → power infrastructure supporting AI data‑center growth
🔹 ASI Alliance → decentralized AI/compute exposure
And there is another theme: Sovereign AI.
Governments increasingly view AI compute, as infrastructure possibly supporting long‑term investment through national programs and defense demand.
The first phase was CHIPS.
The next phase could be POWER + INFRASTRUCTURE + AI.
💬 What do you think comes next: AI chips or an energy/infrastructure supercycle?
#AI #NVIDIA #crypto #stocks
$NVDA $VST $CEG.US
