$META breaking out while everyone chases AI agent narratives.
But here's the real play — follow the supply chain getting paid:
$NVDA - $11.2B
$SKHY - $4.6B
$AVGO - $2.4B
$CLS - $1.9B
$AMD - $1.7B
$WDC - $1.5B
This is how you trade AI infrastructure. Not the hype. The actual dollars flowing into buildout.
Meta spends. These names collect. Simple as that.
But here's the real play — follow the supply chain getting paid:
$NVDA - $11.2B
$SKHY - $4.6B
$AVGO - $2.4B
$CLS - $1.9B
$AMD - $1.7B
$WDC - $1.5B
This is how you trade AI infrastructure. Not the hype. The actual dollars flowing into buildout.
Meta spends. These names collect. Simple as that.
