NVDA's CEO just told you exactly where to invest. Jensen Huang described AI as a five layer cake. Every layer is essential. Here are 5 stocks, one from each layer 👇 1: ENERGY ⚡ $BE | Bloom Energy Fuel cells that power a data center in months instead of years waiting for the grid. 2: CHIPS 🧠 $NVDA | Nvidia Builds the chips and owns the software every AI developer already writes on. 3: INFRASTRUCTURE 🏗️ $IREN | IREN Rents out the compute. Owns the sites, the power and the racks. 4: MODELS 🤖 $GOOGL | Alphabet Trains the models and owns every layer underneath them too. 5: DATA & APPLICATIONS 🖥️ $PLTR | Palantir Turns all of it into decisions companies and governments actually act on. Every layer serves a role. Positioning across them is the simplest way to own the AI buildout. Are you positioned across the chain?
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Ron @ronsylvester · 3h
BE and NVTS
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