Let me spell this out:
$NVDA supply-constrained — could hit 100%+ revenue growth if they had the chips
$AVGO AI revenue going 100%+ YoY for the next 2 years, climbing from ~$50B to $230B
OpenAI Astra crushing AGI benchmarks and now training itself
$MSFT / $GOOGL / $AMZN all saying compute demand is out of control through next year. Nvidia projecting $1.3T in capex by 2027.
Supply chains confirm it: Samsung locked in 70% capacity through 2031. Powertech advanced packaging fully booked into 2030. Even old-school players like Winbond are taking 2029-2030 allocations.
Markets always freak out temporarily. Macro headlines spook people. But the evidence is staring you in the face.
How can anyone not think AI stocks go brrr?
$NVDA supply-constrained — could hit 100%+ revenue growth if they had the chips
$AVGO AI revenue going 100%+ YoY for the next 2 years, climbing from ~$50B to $230B
OpenAI Astra crushing AGI benchmarks and now training itself
$MSFT / $GOOGL / $AMZN all saying compute demand is out of control through next year. Nvidia projecting $1.3T in capex by 2027.
Supply chains confirm it: Samsung locked in 70% capacity through 2031. Powertech advanced packaging fully booked into 2030. Even old-school players like Winbond are taking 2029-2030 allocations.
Markets always freak out temporarily. Macro headlines spook people. But the evidence is staring you in the face.
How can anyone not think AI stocks go brrr?