AI stocks are flying, but the real question isn't whether AI is growing, it's how long companies can keep spending at this pace.

Nvidia $NVDAB and other AI leaders are showing huge demand, while governments are also treating AI as a strategic priority.

But eventually, investors will want more than big promises. They’ll want real revenue, profits and sustainable growth.

I’m not betting on every company with “AI” in its name. I’m watching who actually turns the AI boom into business.

The next opportunity might not be the loudest AI stock, it could be the company quietly powering the whole ecosystem.

$NVDA.US $GOOGL.US

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