AI is a 5 layer cake consisting of : 1) Energy 2) Chips 3) Infrastructure 4) Models 5) Applications If you think about investing most people think about investing only in 1 layer. Understanding each layer is as important than just blindly investing in 1 layer . With the exponential growth and adoption of AI ,all layers become equally important for an AI ecosystem to run seamlessly. There are ample investment opportunities to invest in every layer. Here are stocks you may consider to buy from every layer of the AI cake LAYER 1 | ENERGY: $BE $GEV $VST $CEG LAYER 2 |CHIPS: $NVDA $AVGO $MU $TSM $MRVL LAYER 3 | INFRASTRUCTURE: $NBIS $IREN $VRT $APLD $ORCL LAYER 4 | MODELS: $GOOG $META $AMZN $SPCX LAYER5| APPLICATIONS: $NOW $PLTR $TSLA $SNOW $NFLX Disclaimer: Not investing advice ! Please do your own due diligence and research before investing or making any investment decisions! Happy investing:🚀😎!
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9 Comments
Bugzy @daimos · 4dEdited
You copied this content from somewhere. Can you mention the original?
David Monroe
@d0p3y71 · 5d
Huang has spoken about this before and it is the main reason NVDA is branching out into other sectors. The fact that they are blending together is a great improvement so that when one is suffering, they are propping them up and putting them back together.
Landon
@landon · 5d
What about AI infrastructure builders? Companies that supply and physically get data centers and infrastructure built? Such as $CAT, $JCI, or $BDT? Long term, if the buildout continues they keep on being successful. $BDT has been my best stock of the year.
Manmeet Singh
@meetsingh · 5d
Hope my portfolio gets slice too!!!📈
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