Most Investors Understand AI Infrastructure. Few Understand AI Monetization. The AI Highway $NVIDIA(NVDA)$ Imagine AI as a highway. Layer 1 – AI Compute (Road Builders) * NVIDIA, AMD, TSMC * They build the foundation of the highway. Layer 2 – AI Memory (Construction Materials) * Micron, SK Hynix, Samsung * They provide the memory needed to power AI. Layer 3 – AI Networking (Road Network) * Broadcom, Marvell, Arista, Cisco, Nokia * They connect the entire AI ecosystem. Layer 4 – Hyperscalers (Highway Operators) * Microsoft, AMZN, $Alphabet(GOOG)$ * They build, own and operate the AI infrastructure. Layer 5 – AI Monetization (Businesses on th
From NVIDIA to Palantir: How AI Actually Makes Money.
AI as a Highway Layer 1 – AI Compute (Road Builders) •NVDA, AMD, TSM build the foundation of the highway. Layer 2 – AI Memory (Construction Materials) •MU, SK.HY, Samsung They provide the memory needed to power AI. Layer 3 – AI Networking (Road Network) •Broadcom, Marvell, Arista, Cisco, Nokia They connect the entire AI ecosystem. Layer 4 – Hyperscalers (Highway Operators) * Microsoft, Amazon, Google, Meta They build, own and operate the AI infrastructure. Layer 5 – AI Monetization (Businesses on the Highway) * Microsoft Copilot, Palantir, Salesforce, ServiceNow, Gemini, AWS They transform AI infrastructure into products and services that customers pay for. Layer 6 – Customers (Drivers) * Enterprises, Governments and Consumers They use AI and ultimately fund the ecosystem. The Key Ta
$Figma(FIG)$ This is actually an insanely valuable company. You’d be surprised how many schools, universities and institutions use Figma as their default design and collaboration platform. Once people learn it, they tend to keep using it professionally. There’s a reason Adobe tried to acquire Figma. It wasn’t just buying a competitor, it was trying to acquire one of the strongest products in the design software space. Price action has also been impressive. Dips are getting bought aggressively, and every push higher has sliced through resistance like melted butter. The only thing giving me pause is the AI bubble narrative. I’m not saying we’re in an AI bubble. I’m simply saying that’s the narrative in the market right now. That said, I s
Thave seen a ton of negative comments on $MSFT With absolute baseless statements. Your TA is called an indicator, not your god. I noticed a ton of fear mongoring bots as well. The ones that are hated are the ones that will return the most in time. Now, what price will it rise/fall to, nobody knows. Stop listening to ignorant comments of "400 today" "450 end of month" "Buy Micron better" or whatever creative snubs the empty vassels make. Simple, there is a reason why Microsoft has consistently outperform and drop the least when market was falling on last friday. Remember, during red days, tne ones that do not drop as much are the ones that are RESILIENT. NOT THE OPPOSITE ROUND. If your horizon is 5 years or 10 years, why would you fear a 3% drop? Are you looking at an 80% return or a 5% ret
Thave seen a ton of negative comments on $MSFT With absolute baseless statements. Your TA is called an indicator, not your god. I noticed a ton of fear mongoring bots as well. The ones that are hated are the ones that will return the most in time. Now, what price will it rise/fall to, nobody knows. Stop listening to ignorant comments of "400 today" "450 end of month" "Buy Micron better" or whatever creative snubs the empty vassels make. Simple, there is a reason why Microsoft has consistently outperform and drop the least when market was falling on last friday. Remember, during red days, tne ones that do not drop as much are the ones that are RESILIENT. NOT THE OPPOSITE ROUND. If your horizon is 5 years or 10 years, why would you fear a 3% drop? Are you looking at an 80% return or a 5% ret