AI stocks keep going up… but what if the next opportunity isn’t just another AI stock? 👀
Nvidia is expecting chip sales to grow strongly next year, while big AI companies keep reporting record revenue. Behind that growth, companies are spending huge amounts on chips, data centers and computing power.
So I’m bullish on AI, but I don’t think the story ends with the biggest AI names.
If AI keeps expanding, the next opportunities could also come from the companies providing the chips, cloud services, data centers, power and infrastructure needed to keep this whole system running.
I’m watching NVDA as my AI-related trade/holding because it sits right in the middle of the AI chip demand story.
At the same time, I’m keeping an eye on how long this level of spending can actually continue. Some industry leaders are calling for a slower approach to AI, while government support is pushing the sector forward.
For me, the question isn’t simply “Will AI keep growing?”
It’s “Where does the money go next if AI keeps growing?”
#AIStocksWhatNext
$NVDAB
Nvidia is expecting chip sales to grow strongly next year, while big AI companies keep reporting record revenue. Behind that growth, companies are spending huge amounts on chips, data centers and computing power.
So I’m bullish on AI, but I don’t think the story ends with the biggest AI names.
If AI keeps expanding, the next opportunities could also come from the companies providing the chips, cloud services, data centers, power and infrastructure needed to keep this whole system running.
I’m watching NVDA as my AI-related trade/holding because it sits right in the middle of the AI chip demand story.
At the same time, I’m keeping an eye on how long this level of spending can actually continue. Some industry leaders are calling for a slower approach to AI, while government support is pushing the sector forward.
For me, the question isn’t simply “Will AI keep growing?”
It’s “Where does the money go next if AI keeps growing?”
#AIStocksWhatNext
$NVDAB
