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Comments
2026 is shaping up to be the year where:
AI models get bigger, hungrier & more expensive.
Data centers explode in capacity.
Chip supply chains tighten.
Companies that build the picks & shovels of this AI Gold Rush become the winners.
This is the one sector where demand isn't just strong. It is insatiable.
Let's be honest - AI & semiconductors are the only sector where companies can say "We are raising Capex by another USD20 billion" & investors say "Great job".
If every other sector tries that, the market faints like a Victorian lady.
AI & Semiconductors is the kind of sector that makes you sit up straighter, breathe deeper & say "Yes, this is where legends are made ".
@Tiger_Merch @Tiger_comments @TigerStars @TigerClub @CaptainTiger
Semiconductors sit right at the heart of this cycle. Advanced logic, memory, networking, & packaging are all benefiting as AI workloads become larger, faster & more specialized. Even with short-term volatility, the long-term trend of higher compute intensity per dollar of GDP looks intact, and that supports sustained demand for chips across the stack.
What keeps me confident is that this isn’t just hype-driven spending — companies are now focused on efficiency, ROI, and real deployment. That shift favors strong semiconductor ecosystems and scalable AI platforms, which is why this remains my highest-conviction theme going into the next phase of the cycle.
@Tiger_Merch @TigerStars @Tiger_comments