When I invest in AI, I don’t chase the obvious names — I focus on the picks and shovels. The hardware and core infrastructure AI simply can’t run without. These are the 🔑 manufactures you would find if you ever visited a data centre & the companies powering AI & LLMs ⚡️Power & Infrastructure $IREN — AI compute powered by energy-backed datacenter infrastructure $VST— Electricity generation fueling hyperscale AI training demand $VRT — Cooling and power systems for dense GPU clusters $CCJ /$CCO— Nuclear fuel enabling always-on AI datacenter electricity ☁️Compute + Cloud $NBIS— Neo-cloud renting GPUs for enterprise AI training workloads $GOOG — Global cloud + proprietary models monetizing AI compute $AMZN — Largest AI infrastructure rental platform via hyperscale cloud 💾Semiconductors $AMD — Accelerators competing to power large AI model training $ASML — Lithography machines required to manufacture advanced AI chips 🛜Networking $ANET — High-speed networking connecting thousands of GPUs into clusters 🔐Data + SaaS + Security $SNOW — Structured enterprise data feeding AI models and analytics $NET — Edge network delivering and protecting AI applications globally $RBRK — Backup and cyber-recovery protecting enterprise AI datasets Phase 3 of the AI trade isn’t chips. It’s the infrastructure that powers them. I’m Sure there’s many other great stocks out there , these are just the stocks I own, I can’t own every single stock. Always do your own research 🙏🏽
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