Phase 1 Is Over. Here's What Comes Next in the AI Supercycle
@Michael Esther：
The AI supercycle is in year 3 of 15. You didn't miss it. You'd make millions by knowing whats coming and buying dips until 2030+ Pay attention, we just finished Phase 1 2023-2025 chips · memory · connectivity $NVIDIA(NVDA)$ → Designs the GPUs every AI model trains and runs on. $Micron Technology(MU)$ → Makes high-bandwidth memory inside every AI server. $COHERENT(COHR)$ → Moves data at light speed between GPUs optically. $Marvell Technology(MRVL)$ → Custom silicon connecting every chip in a hyperscaler's cluster. $Broadcom(AVGO)$ → Builds Google's, Meta's, and Apple's custom AI c
