AI STOCKS ARE STILL RUNNING — BUT WHERE DOES THE NEXT MONEY GO?
Nvidia just raised the bar again. Jensen Huang said Nvidia expects to sell twice as many chips next year, while its latest quarter delivered $96.2B revenue and $89B in Data Center revenue, up 106% and 117% YoY.
That tells me the AI trade is no longer only about GPU names. The next layer is the infrastructure needed to turn compute demand into real capacity: networking, power, cooling, data centers, memory and AI software. Broadcom has also pointed to strong AI-chip demand ahead.
My take: I’m watching where the money moves underneath the headline. If AI capex keeps expanding, companies supplying the bottlenecks could stay important. But valuation still matters, because strong demand does not mean every AI stock keeps rising.
The bigger question is whether AI earnings can keep catching up with the huge expectations already priced in.
Which AI sector gets the next wave of attention: chips, power, data centers, networking or software?
$NVDAB $MUBARAK $AKE
#AIStocksWhatNext #AI #Nvidia
Nvidia just raised the bar again. Jensen Huang said Nvidia expects to sell twice as many chips next year, while its latest quarter delivered $96.2B revenue and $89B in Data Center revenue, up 106% and 117% YoY.
That tells me the AI trade is no longer only about GPU names. The next layer is the infrastructure needed to turn compute demand into real capacity: networking, power, cooling, data centers, memory and AI software. Broadcom has also pointed to strong AI-chip demand ahead.
My take: I’m watching where the money moves underneath the headline. If AI capex keeps expanding, companies supplying the bottlenecks could stay important. But valuation still matters, because strong demand does not mean every AI stock keeps rising.
The bigger question is whether AI earnings can keep catching up with the huge expectations already priced in.
Which AI sector gets the next wave of attention: chips, power, data centers, networking or software?
$NVDAB $MUBARAK $AKE
#AIStocksWhatNext #AI #Nvidia
