$AI Stocks are flying, but I'm not chasing the top 👀
#AIStocksWhatNext
Nvidia just guided for chip sales to DOUBLE next year, with AI revenues at all-time highs. Big question: real demand or just hype cycle?
My take: Bullish long-term, cautious short-term. Demand is real, but valuations are stretched.
Instead of FOMO, I'm watching 3 rotations:
1. BTC & ETH - AI needs decentralized compute, the AI + crypto narrative is only getting stronger
2. Energy stocks - AI data centers need MASSIVE power. Power is the real bottleneck
3.NVDA on dips - not buying the rip, waiting for a 15-20% washout
On policy: Trump's "AI Force" idea (AI = 25% of US GDP one day) vs calls to slow down AI. I side with clear rules + investment. That’s net bullish for AI long-term.
Are you buying AI strength here or waiting for the dip?
$NVDA
$BTC
#AIStocksWhatNext
Nvidia just guided for chip sales to DOUBLE next year, with AI revenues at all-time highs. Big question: real demand or just hype cycle?
My take: Bullish long-term, cautious short-term. Demand is real, but valuations are stretched.
Instead of FOMO, I'm watching 3 rotations:
1. BTC & ETH - AI needs decentralized compute, the AI + crypto narrative is only getting stronger
2. Energy stocks - AI data centers need MASSIVE power. Power is the real bottleneck
3.NVDA on dips - not buying the rip, waiting for a 15-20% washout
On policy: Trump's "AI Force" idea (AI = 25% of US GDP one day) vs calls to slow down AI. I side with clear rules + investment. That’s net bullish for AI long-term.
Are you buying AI strength here or waiting for the dip?
$NVDA
$BTC
