@Ragequeen__ Hard to argue with that when the hardware itself becomes the headline. Makes you wonder if the real bottleneck is just waiting in line for chips.
🚨 AI might become the biggest political bet of the next decade.
Trump now wants everyday Americans to get a piece of the AI boom.
Not just Wall Street.
Not just VCs.
Not just early birds.
Every single American.
The idea is simple:
If companies like OpenAI, Anthropic, and xAI become the most powerful ever, the public should benefit too.
This isn't your typical policy news.
This is a hint.
Sam Altman first brought this up.
Bernie Sanders wants an even bigger public AI wealth fund.
Trump is now saying the government will look into it.
Think how wild that is:
Bernie has fought billionaires his whole career.
Trump built his image defending them.
They rarely agree on money stuff.
But now both sides are eyeing AI and saying the same thing:
This tech is too huge for just a few people to own.
That tells me one thing:
AI isn't just a tech story anymore.
AI is becoming a story about national wealth.
The private players are obvious:
OpenAI
Anthropic
xAI
But the public market play is where investors should pay attention:
$MSFT — OpenAI ecosystem
$AMZN — Anthropic + AI cloud
$GOOG — AI models + cloud + infrastructure
$NVDA — AI chips
$AVGO — custom AI chips
$AMD — AI GPU challenger
$META — AI platform + data centers
$TSLA — xAI / robotics / autonomy angle
$ORCL — AI infrastructure demand
The market still treats AI like a regular growth phase.
I don't think it is.
When politicians from totally opposite sides argue over who gets AI's upside, it means the real money is already too big to ignore.
My take is simple:
Don't chase every AI headline.
Don't blindly buy hype.
Watch the companies controlling compute, cloud, chips, data, and distribution.
That's where the real power lies.
AI isn't just changing tech.
AI is changing who owns things.
Not financial advice.
@MikePinto3 P/E under 22 for that kind of cash flow is actually reasonable. The ad business alone justifies a lot, but the VR bet is still a wildcard for me.
$MU is quickly becoming one of the key players in the AI infrastructure space.
The main idea is pretty straightforward:
AI models keep getting bigger.
Data centers are expanding fast.
Memory bandwidth is starting to hold things back.
That’s where Micron comes in.
They’re involved in HBM, DRAM, NAND, and data-center storage—all essential for AI servers and cloud setups.
That’s why I don’t see $MU as just another memory cycle stock anymore.
I see it as an AI infrastructure supplier.
Here’s what I’m watching:
$MU — memory for AI
$NVDA — computing power
$AVGO — networking and custom chips
$TSM — advanced chipmaking
$ASML — the lithography bottleneck
My approach:
Don’t blindly jump in on strength.
Wait for dips.
See if buyers step in at key levels.
Only buy when the risk-reward makes sense.
Not financial advice.