Don’t Buy the Railroads. Buy the Campbell’s Soups.
In every tech boom, the builders go bust while the "appliers" get rich. AI's hyperscalers are today's railroads - the real winners will be the companies that use the infrastructure.
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$NBIS acquired Eigen AI, yet another signal showing where AI infrastructure is heading.
Inference is now the fastest-growing segment of AI. Two-thirds...
I'm absurdly bullish on AI stocks because the wave of strong earnings reports we got over the past two weeks from both the AI spenders ( $MSFT $GOOGL ...
Monster quarter from $SNDK reaffirms the multi-year AI memory bull thesis, despite the choppy stock price reaction today.
Absolutely monster growth nu...
