☁️Atm0spHere☁️ @ProjectAIO1 - Twitter Profile

☁️Atm0spHere☁️ @ProjectAIO1

7 days ago

@itsmichaelluu Great info thanks for sharing

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ProjectAIO1 retweeted

Michael | Hypermarkets

@itsmichaelluu

7 days ago

$NOW can easily triple from $125 by Jan 2027. Remember, token use is expected to 2800% in 5 years says $GS. So these 24 stocks can still 10x-20x: (COMPUTE / GPU) 1. $NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop. 2. $AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers. 3. $INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise. (NETWORKING) 4. $ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed. 5.$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher. 6. $CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure. 7. $CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens. (MEMORY / STORAGE) 8. $MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion. 9. $WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally. 10. $STX — Hard drives store cold AI training data. Data center storage TAM expands with every model. (POWER / COOLING) 11. $VRT — More tokens = more heat. Liquid cooling demand explodes alongside data center power density. 12. $ETN — Electrical infrastructure for AI data centers. Power management is the #1 buildout bottleneck. 13. $GEV — Gas turbines and grid solutions powering new data center campuses requiring gigawatt-scale energy. 14. $VST — Power generator selling directly to hyperscalers. AI energy contracts already locked in long-term. (CLOUD PLATFORM) 15. $MSFT — Azure hosts majority of enterprise agents. Token spend flows straight through its cloud margin. 16. $AMZN — AWS Bedrock is the enterprise agent backbone. More agents, more API calls, more revenue. 17. $GOOGL — TPU infrastructure + Gemini API. Every token processed on Google Cloud prints margin. (ENTERPRISE AGENT LAYER) 18. $NOW — Enterprise agents run on its platform. Every workflow automated burns more tokens daily. 19. $CRM — Agentforce deploys AI agents across sales, service, and marketing. Per-action token billing scales. 20. $PLTR — AIP platform runs AI agents on enterprise and government data. Token volume is its revenue driver. (AI INFRASTRUCTURE) 21. $NBIS — Pure-play AI infrastructure at ground level. Token supercycle lifts the entire compute ecosystem. 22. $SMCI — Builds GPU server racks for data centers. Every NVDA chip needs a SMCI chassis to run. 23. $DELL — AI server sales to enterprises exploding. Token growth drives hardware refresh cycles faster. 24. $ARM — Chip architecture inside every mobile and edge AI device. Royalties scale with token proliferation. $NOW is the most undervalued right now. This is why Jensen Huang says the market has made a mistake on it. ♻️ RESHARE this post and write 1 comment, I'll DM you the best $NOW contract to buy and hold.

itsmichaelluu's tweet photo. $NOW can easily triple from $125 by Jan 2027.

Remember, token use is expected to 2800% in 5 years says $GS.

So these 24 stocks can still 10x-20x:

(COMPUTE / GPU)

1. $NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop.

2. $AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers.

3. $INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise.

(NETWORKING)

4. $ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed.

5.$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher.

6. $CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure.

7. $CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens.

(MEMORY / STORAGE)

8. $MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion.

9. $WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally.

10. $STX — Hard drives store cold AI training data. Data center storage TAM expands with every model.

(POWER / COOLING)

11. $VRT — More tokens = more heat. Liquid cooling demand explodes alongside data center power density.

12. $ETN — Electrical infrastructure for AI data centers. Power management is the #1 buildout bottleneck.

13. $GEV — Gas turbines and grid solutions powering new data center campuses requiring gigawatt-scale energy.

14. $VST — Power generator selling directly to hyperscalers. AI energy contracts already locked in long-term.

(CLOUD PLATFORM)

15. $MSFT — Azure hosts majority of enterprise agents. Token spend flows straight through its cloud margin.

16. $AMZN — AWS Bedrock is the enterprise agent backbone. More agents, more API calls, more revenue.

17. $GOOGL — TPU infrastructure + Gemini API. Every token processed on Google Cloud prints margin.

(ENTERPRISE AGENT LAYER)

18. $NOW — Enterprise agents run on its platform. Every workflow automated burns more tokens daily.

19. $CRM — Agentforce deploys AI agents across sales, service, and marketing. Per-action token billing scales.

20. $PLTR — AIP platform runs AI agents on enterprise and government data. Token volume is its revenue driver.

(AI INFRASTRUCTURE)

21. $NBIS — Pure-play AI infrastructure at ground level. Token supercycle lifts the entire compute ecosystem.

22. $SMCI — Builds GPU server racks for data centers. Every NVDA chip needs a SMCI chassis to run.

23. $DELL — AI server sales to enterprises exploding. Token growth drives hardware refresh cycles faster.

24. $ARM — Chip architecture inside every mobile and edge AI device. Royalties scale with token proliferation.

$NOW is the most undervalued right now. This is why Jensen Huang says the market has made a mistake on it.

♻️ RESHARE this post and write 1 comment, I'll DM you the best $NOW contract to buy and hold.

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☁️Atm0spHere☁️ @ProjectAIO1

about 1 month ago

@xynth_m Xynth

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Xynth

@xynth_m

about 1 month ago

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