I am watching the infrastructure side closely, especially $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , HBM, networking and data centers. As AI adoption grows, power and cooling could become just as important as GPUs, so I think the AI opportunity is spreading further across the supply chain.
My biggest question is whether AI revenue can eventually catch up with the enormous CapEx being deployed today. I remain bullish on the long-term AI theme, but I would rather DCA patiently and avoid chasing every AI rally. For me, consistency over noise still matters.
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