For someone like myself who is not heavily exposed to the AI capex trade, and has always wanted more... now would be a great time to take a nibble at $CRWV $AAOI $GNRC $BE $ORCL etc.
Nothing has changed about the AI econ over the past year, I would argue the demand has only gotten stronger.
Reflect on the last 6 months, what would your corporate job look like without Claude or Chat GPT. Then reflect on some of today's equity prices.