Follow Where the AI Money Is Going
One thing I've been paying more attention to with AI is the money behind the headlines.
Everyone knows about the big GPU companies.
But AI doesn't stop at GPUs.
You need memory.
You need storage.
You need networking.
You need data centers.
You need power.
You need cooling.
You need cloud infrastructure.
And someone has to provide all of it.
That's why I find companies like Micron, SanDisk and Nebius interesting to study.
I'm not saying every company connected to AI will be a winner.
That's definitely not how markets work.
But when you see enormous amounts of capital being spent on a particular technology, I want to know where that money is actually flowing.
Sometimes the most interesting opportunity isn't the company everyone is talking about.
It can be the company quietly supplying the infrastructure underneath it.
So when I hear another AI headline, my next question is becoming:
“Who is getting paid because of this spending?”
