$MSFT (Microsoft) — Enterprise AI distribution: embed AI into Office, Azure, and GitHub
$NVDA (NVIDIA) — Possess a complete AI computing stack: training, inference, networking, and real-time latency processing
$ORCL (Oracle) — Build high-density AI cloud (OCI), optimize training and inference workloads
$GOOGL (Google) — The only internet-level AI company controlling the entire chain of chips, models, distribution, and monetization
$AMD (Supermicro) — The only large-scale AI accelerator alternative roadmap, giving buyers more leverage in price and supply
Once you understand, you'll know where to bet!
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Seize the initiative, win a thousand miles ahead, the 10 wealth secrets of AI upstream and downstream are:
$PLTR (Palantir) — Turn AI outputs into actual government and defense decisions
$MP (MP Materials) — Ensure the supply of rare earth magnets necessary for AI hardware and data centers
$MU (Micron Technology) — Provide essential memory for AI performance scaling; high-speed HBM memory is critical
$AMZN (Amazon) — Rent out the underlying infrastructure for AI operation: AWS's computing power, storage, and network
$INTC (Intel) — Rebuild America's chip autonomy, anchoring domestic chip production
$MSFT (Microsoft) — Enterprise AI distribution: embed AI into Office, Azure, and GitHub
$NVDA (NVIDIA) — Possess a complete AI computing stack: training, inference, networking, and real-time latency processing
$ORCL (Oracle) — Build high-density AI cloud (OCI), optimize training and inference workloads
$GOOGL (Google) — The only internet-level AI company controlling the entire chain of chips, models, distribution, and monetization
$AMD (Supermicro) — The only large-scale AI accelerator alternative roadmap, giving buyers more leverage in price and supply
Once you understand, you'll know where to bet!