正在加载视频...

视频加载失败

加载此视频时出现问题。这可能是由于临时网络问题，或视频可能不可用。

$NVDA CEO Jensen Huang revealed the Five Layer AI Model These 5 layers include: 1) Chips - $AMD $AVGO $NVDA 2) Memory - $MU $SNDK $DRAM 3) Photonics - $AAOI $AXTI $AEHR 4) Compute - $CIFR $IREN $NBIS 5) Energy - $BE $FLNC $TE

JUST KAWS

7,978 subscribers

326,113 次观看 • 2 个月前 •via X (Twitter)

科学技术财经

Anya Rossi• Live Now

Private livecam show

0 条评论

暂无评论

原始帖子的评论将显示在这里

相关视频

Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon… These 5 layers include: 1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO 2. Chips ~ $NVDA, $AMD, $TSM, $AVGO 3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV 4. Models ~ $META, $ORCL 5. Applications ~ $PLTR, $TSLA All these names will see generational upside in 2026 as AI continues to expand rapidly. Save this for later…

Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon… These 5 layers include: 1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO 2. Chips ~ $NVDA, $AMD, $TSM, $AVGO 3. Cloud Infrastructure ~ $AMZN, $MSFT, $GOOGL, $CRWV 4. Models ~ $META, $ORCL 5. Applications ~ $PLTR, $TSLA All these names will see generational upside in 2026 as AI continues to expand rapidly. Save this for later…

Mike Investing

389,905 次观看 • 4 个月前

How to invest across every layer of $NVDA CEO Jensen Huang’s five-layer cake: • Layer 1 Energy (The Fuel): $CEG, $VST • Layer 2 Chips (The Engine): $TSM, $MU • Layer 3 Infrastructure (The Factory): $NBIS, $VRT • Layer 4 Models (The Intelligence): $GOOGL, $META • Layer 5 Applications (Where Value Is Proven): $PLTR, $NET

How to invest across every layer of $NVDA CEO Jensen Huang’s five-layer cake: • Layer 1 Energy (The Fuel): $CEG, $VST • Layer 2 Chips (The Engine): $TSM, $MU • Layer 3 Infrastructure (The Factory): $NBIS, $VRT • Layer 4 Models (The Intelligence): $GOOGL, $META • Layer 5 Applications (Where Value Is Proven): $PLTR, $NET

Shay Boloor

343,475 次观看 • 5 个月前

Tom Lee claims that when the correction in 1) Memory Chip Companies 2) AI Stocks 3) S&P 500 / Nasdaq-100 Is over… That we will hit MUCH MUCH HIGHER NEW ALL TIME HIGHS! Bullish for ETFs: 1) $DRAM 2) $SMH 3) $QQQM 4) $VOO 5) $SPMO 6) $XLK 7) $CHAT 8) $AIS 9) $AIPO 10) $SOXX Bullish for Stocks: 1) Micron $MU 2) Sandisk $SNDK 3) NVIDIA $NVDA 4) AMD $AMD 5) Lam Research $LRCX 6) Google $GOOG 7) Marvell $MRVL 8) TSMC $TSM 9) Broadcom $AVGO 10) Nebius $NBIS

Tom Lee claims that when the correction in 1) Memory Chip Companies 2) AI Stocks 3) S&P 500 / Nasdaq-100 Is over… That we will hit MUCH MUCH HIGHER NEW ALL TIME HIGHS! Bullish for ETFs: 1) $DRAM 2) $SMH 3) $QQQM 4) $VOO 5) $SPMO 6) $XLK 7) $CHAT 8) $AIS 9) $AIPO 10) $SOXX Bullish for Stocks: 1) Micron $MU 2) Sandisk $SNDK 3) NVIDIA $NVDA 4) AMD $AMD 5) Lam Research $LRCX 6) Google $GOOG 7) Marvell $MRVL 8) TSMC $TSM 9) Broadcom $AVGO 10) Nebius $NBIS

Marcos Milla

106,268 次观看 • 1 个月前

HOW AI IS ACTUALLY BEING BUILT (Cheat Sheet) Jenson Huang CEO of NVDA just walked through the stack in this order. These are the companies to know for each layer. ENERGY Nuclear / Baseload • $CEG • $BWXT • $SMR • $OKLO • $LEU • $UUUU Gas / Power Supply • $TLN • $VST • $NRG • $ET CHIPS GPUs / Accelerators • $NVDA • $AMD Networking / Custom Silicon • $AVGO • $MRVL Memory / Storage • $MU • $WDC • $STX Architecture / Tools • $ARM • $ASML • $LRCX • $KLAC INFRASTRUCTURE Data Centers / Real Assets • $EQIX • $DLR • $IRM Power, Cooling & Electrical • $VRT • $ETN • $HUBB • $PWR HPC / AI-First Infrastructure • $NBIS • $APLD • $IREN • $RIOT • $CIFR MODELS Foundation / Platform Models • $MSFT • $GOOGL • $META Cloud Distribution • $AMZN • $ORCL APPLICATIONS Enterprise / SaaS • $CRM • $NOW • $SNOW • $DDOG • $MDB Creative / Productivity • $ADBE • $INTU Defense / Automation • $PLTR • $KTOS • $AVAV Robotics / Physical AI • $TSLA • $SYM • $SERV • $RR

HOW AI IS ACTUALLY BEING BUILT (Cheat Sheet) Jenson Huang CEO of NVDA just walked through the stack in this order. These are the companies to know for each layer. ENERGY Nuclear / Baseload • $CEG • $BWXT • $SMR • $OKLO • $LEU • $UUUU Gas / Power Supply • $TLN • $VST • $NRG • $ET CHIPS GPUs / Accelerators • $NVDA • $AMD Networking / Custom Silicon • $AVGO • $MRVL Memory / Storage • $MU • $WDC • $STX Architecture / Tools • $ARM • $ASML • $LRCX • $KLAC INFRASTRUCTURE Data Centers / Real Assets • $EQIX • $DLR • $IRM Power, Cooling & Electrical • $VRT • $ETN • $HUBB • $PWR HPC / AI-First Infrastructure • $NBIS • $APLD • $IREN • $RIOT • $CIFR MODELS Foundation / Platform Models • $MSFT • $GOOGL • $META Cloud Distribution • $AMZN • $ORCL APPLICATIONS Enterprise / SaaS • $CRM • $NOW • $SNOW • $DDOG • $MDB Creative / Productivity • $ADBE • $INTU Defense / Automation • $PLTR • $KTOS • $AVAV Robotics / Physical AI • $TSLA • $SYM • $SERV • $RR

Justin Banks

31,507 次观看 • 7 个月前

The Rich get RICHER… Both lines rise… but not equally… Rich people invest in ETFs like: 1) $QQQM 2) $VOO 3) $VT 4) $SPMO 5) $SCHG 6) $VGT 7) $SMH 8) $VOOG 9) $IBIT 10) $XLK Rich people invest in Stocks like: 1) $AMD 2) $NVDA 3) $TSM 4) $MU 5) $MSFT 6) $AMZN 7) $SNDK 8) $GOOG 9) $META 10) $AVGO

The Rich get RICHER… Both lines rise… but not equally… Rich people invest in ETFs like: 1) $QQQM 2) $VOO 3) $VT 4) $SPMO 5) $SCHG 6) $VGT 7) $SMH 8) $VOOG 9) $IBIT 10) $XLK Rich people invest in Stocks like: 1) $AMD 2) $NVDA 3) $TSM 4) $MU 5) $MSFT 6) $AMZN 7) $SNDK 8) $GOOG 9) $META 10) $AVGO

Marcos Milla

78,842 次观看 • 3 个月前

You ONLY Buy the Dip on: 1) Micron $MU 2) Sandisk $SNDK 3) $SMH 4) $DRAM 5) NVIDIA $NVDA 6) AMD $AMD 7) TSMC $TSM 8) Broadcom $AVGO If you feel like you’re underallocated… If you’re going to buy the dip & it dips another -30% … then you probably over allocated. Always leave a little bit of cash on the side to buy more in case it sells off.

You ONLY Buy the Dip on: 1) Micron $MU 2) Sandisk $SNDK 3) $SMH 4) $DRAM 5) NVIDIA $NVDA 6) AMD $AMD 7) TSMC $TSM 8) Broadcom $AVGO If you feel like you’re underallocated… If you’re going to buy the dip & it dips another -30% … then you probably over allocated. Always leave a little bit of cash on the side to buy more in case it sells off.

Marcos Milla

21,793 次观看 • 1 个月前

🚨Breaking: Anthropic’s Dario jus said AI Compute and Datacenter Capex will 10X 📈 I will still do a diversified AI ETF 👇 1 $MRVL $67B Optical Switch/Chips 2 $TSM $1.6T Fabless capacity 3 $BABA $210B China AI 4 $COHR $57B Optical Transceivers 5 $LITE $40B Optical Transceivers 6 $CRDO $19B Optical /AIBConnect 7 $DRAM NA Memory ETF 8 $AAOI $10B Optical Transceivers 9 $DRGN China AI ETF 10 $CRWV $53B Hyperscaler 11 $AVGO $1.7T ASIC Chips 12 $AXTI $3.5B Optical Materials 13 $NBIS $25B Neocloud 14 $ALAB $0.7B AI Interconnect 15 $NET $58B EDGE AI

🚨Breaking: Anthropic’s Dario jus said AI Compute and Datacenter Capex will 10X 📈 I will still do a diversified AI ETF 👇 1 $MRVL $67B Optical Switch/Chips 2 $TSM $1.6T Fabless capacity 3 $BABA $210B China AI 4 $COHR $57B Optical Transceivers 5 $LITE $40B Optical Transceivers 6 $CRDO $19B Optical /AIBConnect 7 $DRAM NA Memory ETF 8 $AAOI $10B Optical Transceivers 9 $DRGN China AI ETF 10 $CRWV $53B Hyperscaler 11 $AVGO $1.7T ASIC Chips 12 $AXTI $3.5B Optical Materials 13 $NBIS $25B Neocloud 14 $ALAB $0.7B AI Interconnect 15 $NET $58B EDGE AI

Sandeep Anand

298,220 次观看 • 3 个月前

How to Weight Semiconductors 1) GPUs $NVDA $AMD 2) CPUs $AMD $INTC $NVDA 3) TPUs $AVGO 4) Foundries $TSM $INTC 5) RAM Memory $MU 6) NAND Flash Memory Chips $MU 7) SSDs Flash Memory Finished Drives $MU $SNDK 8) HDDs (Slower long term storage) $WDC All these semi sub sectors are critical to the AI buildout. I think it makes sense to have exposure to all of them. The first question is what percent of your portfolio do you want to be semis. The second is how do you split up that weight amongst these companies. By market cap? Or do you overweight certain names like $AMD if you are bullish on CPUs. Do you utilize a active ETF that does this for you and with tax efficiency to improve returns? These are important questions to ask yourself. Marcos Milla and I Discuss.

How to Weight Semiconductors 1) GPUs $NVDA $AMD 2) CPUs $AMD $INTC $NVDA 3) TPUs $AVGO 4) Foundries $TSM $INTC 5) RAM Memory $MU 6) NAND Flash Memory Chips $MU 7) SSDs Flash Memory Finished Drives $MU $SNDK 8) HDDs (Slower long term storage) $WDC All these semi sub sectors are critical to the AI buildout. I think it makes sense to have exposure to all of them. The first question is what percent of your portfolio do you want to be semis. The second is how do you split up that weight amongst these companies. By market cap? Or do you overweight certain names like $AMD if you are bullish on CPUs. Do you utilize a active ETF that does this for you and with tax efficiency to improve returns? These are important questions to ask yourself. Marcos Milla and I Discuss.

John Tinsman

47,139 次观看 • 3 个月前

$NBIS CEO ARKADY “DEMAND IS SO HIGH” Memory HBM - Sold out AI GPUs - Sold out AI CPUs - Booked Power - Shortages Datacenters - Order book 10x Sales Optics - Sold out Connects - Sold And experts says there is exuberance in AI. Am not saying this time is different. All am saying is we are not even in middle-innings if AI Revolution Am buying this AI basket like an ETF and forgetting next 2 years m 1 $MRVL $67B Optical Switch/Chips 2 $TSM $1.6T Fabless capacity 3 $LITE $40B Optical Transceivers 4 $CRDO $19B Optical /AIBConnect 5 $DRAM NA Memory ETF 6 $AAOI $10B Optical Transceivers 7. $CRWV $53B Hyperscaler 8 $AVGO $1.7T ASIC Chips 9 $AXTI $3.5B Optical Materials 10 $NBIS $25B Neocloud 11 $BE $74B AI Energy 12 $NET $58B EDGE AI 13 $INTC. $650B CPUs

$NBIS CEO ARKADY “DEMAND IS SO HIGH” Memory HBM - Sold out AI GPUs - Sold out AI CPUs - Booked Power - Shortages Datacenters - Order book 10x Sales Optics - Sold out Connects - Sold And experts says there is exuberance in AI. Am not saying this time is different. All am saying is we are not even in middle-innings if AI Revolution Am buying this AI basket like an ETF and forgetting next 2 years m 1 $MRVL $67B Optical Switch/Chips 2 $TSM $1.6T Fabless capacity 3 $LITE $40B Optical Transceivers 4 $CRDO $19B Optical /AIBConnect 5 $DRAM NA Memory ETF 6 $AAOI $10B Optical Transceivers 7. $CRWV $53B Hyperscaler 8 $AVGO $1.7T ASIC Chips 9 $AXTI $3.5B Optical Materials 10 $NBIS $25B Neocloud 11 $BE $74B AI Energy 12 $NET $58B EDGE AI 13 $INTC. $650B CPUs

Sandeep Anand

129,356 次观看 • 3 个月前

$IREN is by far my favorite buy among the neo cloud companies right now. While $NBIS is up more than 180% YTD, $IREN is sitting at just +55%. The market is still massively underestimating one thing: Power. $IREN 5GW of contracted power is a real moat, and in the AI era, that matters more than almost anything else. As Jensen $NVDA said: “None of the bottlenecks like memory or chip production last longer than a couple of years. What’s different is energy. You can’t create an industry without energy. You can’t build anything without energy, and those things take a long time.” This is the real AI bottleneck. Not chips. Not memory. Energy. $IREN already has it. Those 5GW will be fully utilized. Just like $AMD eventually massively outperformed $NVDA after lagging for a long time, I believe the same setup is happening here. Right now, $IREN is lagging $NBIS. That won’t last forever. Buy the laggard.

$IREN is by far my favorite buy among the neo cloud companies right now. While $NBIS is up more than 180% YTD, $IREN is sitting at just +55%. The market is still massively underestimating one thing: Power. $IREN 5GW of contracted power is a real moat, and in the AI era, that matters more than almost anything else. As Jensen $NVDA said: “None of the bottlenecks like memory or chip production last longer than a couple of years. What’s different is energy. You can’t create an industry without energy. You can’t build anything without energy, and those things take a long time.” This is the real AI bottleneck. Not chips. Not memory. Energy. $IREN already has it. Those 5GW will be fully utilized. Just like $AMD eventually massively outperformed $NVDA after lagging for a long time, I believe the same setup is happening here. Right now, $IREN is lagging $NBIS. That won’t last forever. Buy the laggard.

Daniel

123,728 次观看 • 3 个月前

🔥 Tyler on $CIFR’s Direct Compute Vision When asked about direct compute, Tyler revealed they’re exploring a 56 MW GPU pilot program. He’s evaluating options to rent, lease, or return GPUs for credit — a model that keeps hardware fresh every few years. But he emphasized one thing: it must be profitable. Tyler’s cautious, strategic approach means he’s only expanding into areas already validated by the $GOOGL deal. 💰 If structured right, CIFR’s ARR could surge from $1 B → $2 B+ per year. ⚡️ $CIFR stands apart at the intersection of power, compute, and profitability. Backed by $1.3 B cash with ZERO interest — and led by a CEO who’s endured the harshest bear cycles — 🚀 CIFR is set for explosive growth as AI compute demand accelerates. $iren $CIFR $nbis $nvda $orcl $msft $amd 🎥 Here’s the clip where Tyler breaks it down 👇

🔥 Tyler on $CIFR’s Direct Compute Vision When asked about direct compute, Tyler revealed they’re exploring a 56 MW GPU pilot program. He’s evaluating options to rent, lease, or return GPUs for credit — a model that keeps hardware fresh every few years. But he emphasized one thing: it must be profitable. Tyler’s cautious, strategic approach means he’s only expanding into areas already validated by the $GOOGL deal. 💰 If structured right, CIFR’s ARR could surge from $1 B → $2 B+ per year. ⚡️ $CIFR stands apart at the intersection of power, compute, and profitability. Backed by $1.3 B cash with ZERO interest — and led by a CEO who’s endured the harshest bear cycles — 🚀 CIFR is set for explosive growth as AI compute demand accelerates. $iren $CIFR $nbis $nvda $orcl $msft $amd 🎥 Here’s the clip where Tyler breaks it down 👇

investing

13,441 次观看 • 10 个月前

“I’m very bullish on the market over the next 12 months” - BlackRock CEO Larry Frink If the world’s largest asset manager who owns trillions of dollars says the market is a buy… THEN BUY: 1) $VOO 2) $QQQM 3) NVIDIA $NVDA 4) $DRAM 5) Sandisk $SNDK 6) AMD $AMD 7) $SPMO 8) $IBIT 9) $XLK 10) SK Hynix $SKHY 11) Google $GOOG 12) Meta $META 13) Amazon $AMZN 14) Microsoft $MSFT 15) $SCHG

“I’m very bullish on the market over the next 12 months” - BlackRock CEO Larry Frink If the world’s largest asset manager who owns trillions of dollars says the market is a buy… THEN BUY: 1) $VOO 2) $QQQM 3) NVIDIA $NVDA 4) $DRAM 5) Sandisk $SNDK 6) AMD $AMD 7) $SPMO 8) $IBIT 9) $XLK 10) SK Hynix $SKHY 11) Google $GOOG 12) Meta $META 13) Amazon $AMZN 14) Microsoft $MSFT 15) $SCHG

Marcos Milla

38,223 次观看 • 1 个月前

This Wall Street CEO just told you 7 stocks to BUY RIGHT NOW to get rich in 2026… Here’s his top picks where he manages $100 million… 1) NVIDIA $NVDA 2) AMD $AMD 3) Micron $MU 4) TSM $TSM 5) Applovin $APP 6) Microsoft $MSFT 7) Google $GOOG

This Wall Street CEO just told you 7 stocks to BUY RIGHT NOW to get rich in 2026… Here’s his top picks where he manages $100 million… 1) NVIDIA $NVDA 2) AMD $AMD 3) Micron $MU 4) TSM $TSM 5) Applovin $APP 6) Microsoft $MSFT 7) Google $GOOG

Marcos Milla

222,811 次观看 • 3 个月前

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Ray Myers

84,029 次观看 • 8 个月前

I'll only say this once. These 8 stocks could look very different after the next earnings cycle... 1. $NVDA (NVIDIA) → $208 Strong Buy 2. $AVGO (Broadcom) → $415 Strong Buy 3. $AMD (Advanced) → $522 Strong Buy 4. $PLTR (Palantir) → $160 Strong Buy 5. $RKLB (Rocket Lab) → $72 Must buy 6. $CRCL (Circle) → $62 Must buy 7. $IREN (IREN Ltd.) → $39 Must buy 8. $AMZN (Amazon) → $276 Must buy Save the list. Earnings, financing and contracts will decide who deserves the next move.

I'll only say this once. These 8 stocks could look very different after the next earnings cycle... 1. $NVDA (NVIDIA) → $208 Strong Buy 2. $AVGO (Broadcom) → $415 Strong Buy 3. $AMD (Advanced) → $522 Strong Buy 4. $PLTR (Palantir) → $160 Strong Buy 5. $RKLB (Rocket Lab) → $72 Must buy 6. $CRCL (Circle) → $62 Must buy 7. $IREN (IREN Ltd.) → $39 Must buy 8. $AMZN (Amazon) → $276 Must buy Save the list. Earnings, financing and contracts will decide who deserves the next move.

Brandon Walker on Investing

80,779 次观看 • 25 天前

Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on… Following this; just yesterday President Trump announced he’ll buy equity stakes in US, AI companies. These are the 6 best “dip-buy” opportunities within the AI theme: 1. Nebius ~ $NBIS 2. Iren ~ $IREN 3. CoreWeave ~ $CRWV 4. Nvidia ~ $NVDA 5. Qualcomm ~ $QCOM 6. Oracle ~ $ORCL If you missed the Iran-US war crash then don’t make the same mistake twice. Prices this low won’t last long…

Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on… Following this; just yesterday President Trump announced he’ll buy equity stakes in US, AI companies. These are the 6 best “dip-buy” opportunities within the AI theme: 1. Nebius ~ $NBIS 2. Iren ~ $IREN 3. CoreWeave ~ $CRWV 4. Nvidia ~ $NVDA 5. Qualcomm ~ $QCOM 6. Oracle ~ $ORCL If you missed the Iran-US war crash then don’t make the same mistake twice. Prices this low won’t last long…

Mike Investing

119,147 次观看 • 2 个月前

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for every society. This is a transformative time; how we deliver and produce intelligence is changing. Each layer of the AI stack is growing: 1. Energy 2. Chips 3. Infrastructure 4. AI models 5. AI applications We’re witnessing a complete revolution across the stack, with opportunities at every layer. NVIDIA intends to participate across the entire stack.

NVIDIA CEO Jensen Huang explains the architecture of the AI revolution AI is fundamentally about thinking—and that requires supercomputers. We’ve created a new industry: AI infrastructure. It will be as foundational as the electricity and internet infrastructures—permanent for every society. This is a transformative time; how we deliver and produce intelligence is changing. Each layer of the AI stack is growing: 1. Energy 2. Chips 3. Infrastructure 4. AI models 5. AI applications We’re witnessing a complete revolution across the stack, with opportunities at every layer. NVIDIA intends to participate across the entire stack.

Ask Perplexity

64,013 次观看 • 10 个月前

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

Black Panther Capital

58,387 次观看 • 7 个月前

THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $MU, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity | $AVGO, $MRVL, $ALAB, $CRDO, $AAOI, $ANET Connectivity determines whether AI clusters can move data fast enough because training runs span tens of thousands of chips that need to act like one machine. Once copper runs out of reach that causes the cluster depends on optics, retimers, switches and custom silicon to keep the system moving. • Power | $CEG, $VST, $GEV, $FPS, $VRT, $NVTS, $TLN, $ON Power determines whether new AI data centers can actually come online because the binding constraint is shifting from getting chips to getting megawatts so the value flows to the companies that control generation, grid equipment, power delivery, thermal management and efficiency. • Compute | $NBIS, $CIFR, $IREN, $APLD, $WULF, $CORZ, $CRWV Compute capacity is overflow layer when hyperscalers are sold out. Capital alone doesn't guarantee GPU access which is why buyers are signing multi-year contracts for clusters before they are even fully built. • CPU | $NVDA, $AMD, $INTC, $ARM, $QCOM On-device CPU (edge compute) becomes next bottleneck as AI moves into inference, agents, PCs, phones, vehicles and physical devices.

THE 5 BIGGEST BOTTLENECKS POWERING THE AI ECONOMY The way I'm thinking about AI winners today is that the market is moving beyond the simple question of which mega-cap company spends most on AI and has been rewarding the companies that control the scarce inputs, contracted capacity, data movement, power infrastructure, edge compute and workflow layers that make the AI economy function. These are the five bottlenecks I'm watching most: • Memory | $MU, Samsung, SK Hynix Memory is the clearest scarce input because HBM feeds the accelerator, only a few companies can make it at volume and buyers are locking in supply through long-term agreements that create revenue visibility through the end of the decade. • Connectivity | $AVGO, $MRVL, $ALAB, $CRDO, $AAOI, $ANET Connectivity determines whether AI clusters can move data fast enough because training runs span tens of thousands of chips that need to act like one machine. Once copper runs out of reach that causes the cluster depends on optics, retimers, switches and custom silicon to keep the system moving. • Power | $CEG, $VST, $GEV, $FPS, $VRT, $NVTS, $TLN, $ON Power determines whether new AI data centers can actually come online because the binding constraint is shifting from getting chips to getting megawatts so the value flows to the companies that control generation, grid equipment, power delivery, thermal management and efficiency. • Compute | $NBIS, $CIFR, $IREN, $APLD, $WULF, $CORZ, $CRWV Compute capacity is overflow layer when hyperscalers are sold out. Capital alone doesn't guarantee GPU access which is why buyers are signing multi-year contracts for clusters before they are even fully built. • CPU | $NVDA, $AMD, $INTC, $ARM, $QCOM On-device CPU (edge compute) becomes next bottleneck as AI moves into inference, agents, PCs, phones, vehicles and physical devices.

Shay Boloor

108,973 次观看 • 2 个月前

Tom Lee predicts that the stock market could go into a bear market between August & October… Both: $VOO & $QQQM could drop a lot… On the bright side, July should be a great month for stocks… However, if huge red days do occur… It’s a buy the dip opportunity for: 1) $QQQM 2) $VOO 3) $DRAM 4) $VGT 5) $XLK 6) $SPMO 7) $SCHG 8) $SMH 9) $VTI 10) $SOXX 11) NVIDIA $NVDA 12) Micron $MU 13) Sandisk $SNDK 14) Meta $META 15) Google $GOOG 16) AMD $AMD 17) SK Hynix $SKHY 18) Lumentum $LITE 19) TSMC $TSM 20) Microsoft $MSFT

Tom Lee predicts that the stock market could go into a bear market between August & October… Both: $VOO & $QQQM could drop a lot… On the bright side, July should be a great month for stocks… However, if huge red days do occur… It’s a buy the dip opportunity for: 1) $QQQM 2) $VOO 3) $DRAM 4) $VGT 5) $XLK 6) $SPMO 7) $SCHG 8) $SMH 9) $VTI 10) $SOXX 11) NVIDIA $NVDA 12) Micron $MU 13) Sandisk $SNDK 14) Meta $META 15) Google $GOOG 16) AMD $AMD 17) SK Hynix $SKHY 18) Lumentum $LITE 19) TSMC $TSM 20) Microsoft $MSFT

Marcos Milla

129,654 次观看 • 1 个月前