AndrewWalker
06-08 05:00

AI & Robotics Infrastructure Plays

These companies are building the backbone for the next wave of AI, Robotics & Physical AI:

$NEBIUS(NBIS)$  – cloud compute for AI workloads

$Aurora Innovation(AUR)$  – robotics & automation engines

$APPLIED DIGITAL CORP(APLD)$  – critical data infrastructure

$CoreWeave, Inc.(CRWV)$  – GPU & AI compute scaling

$IREN Ltd(IREN)$  – energy & smart infrastructure

Positioning early in the backbone of the AI cycle can be explosive. I'm watching for dips and entry zones.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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