The ENTIRE AI Value Chain - & the Stocks Powering It
From chips to apps, here’s who wins in AI:
- Semis: $TSMC, $AMD, $INTC, $NVDA, $MRVL, $AVGO, $SKHynix, $SSNLF
- Data Centers: $DELL, $CSCO, $SMCI, $ANET, $PSTG
- Infra: $DUK, $NEE, $EQIX, $ABB, $VRT, $SchnE
- Cloud: $MSFT (Azure), $GOOGL (GCP), $AMZN (AWS), $ORCL
- Data: $SNOW, $MDB, $PLTR, Databricks, Scale AI
- Models: OpenAI, $META, Anthropic, Mistral
- Apps: $MSFT Copilot, Perplexity, Midjourney
The real money may be in the picks & shovels - not just the flashy apps.
Which AI stock are you betting on? 👇
$CIFR has been non-stop rallying since our blue diamond came in at $3.01.
If it breaks through resistance, we should see my target of $17.40 a lot sooner than expected.
Might be a turbulent ride, but it's expected for high-growth companies.