AI Stories will Change the World
Hello everyone! Today i want to share some trading ideas with you!
1
I don't view $T1 ENERGY INC(TE)$ as just a solar module story but as a speculative energy play tied to U.S. power demand, domestic manufacturing & AI data-center buildout.
Solar & storage are not the entire answer but they can be deployed faster than many other sources of new generation as the U.S. power grid gets stretched.
Right now, T1 is still in a bridge year but if G2 Austin gets online then it could become one of the more interesting U.S. energy infrastructure plays in the market.
2
Software may be starting to show early signs of life but I still think the “hard” side of AI has the cleaner lane for 2026 and probably most of 2027.
We're nowhere close to done with the physical AI buildout since compute demand is still ahead of supply, power is becoming the bottleneck and every layer of AI infrastructure still needs more capacity.
I own some software names but I still see this as more of an oversold bounce than a true leadership rotation away from the companies building the AI infrastructure layer.
Software probably becomes a cleaner leadership group once inference costs fall, enterprise AI budgets expand and AI features start flowing through margins but that still feels more like a 2027 story to me.
3
$CoreWeave, Inc.(CRWV)$ closed a $3.1B GPU-backed loan facility to fund AI infrastructure tied to two major customer contracts.
The oversubscribed deal brings CoreWeave’s capital raised this year to over $20B showing how capital markets are starting to finance GPUs like critical infrastructure.
4
$NVIDIA(NVDA)$ CEO Jensen Huang and $Dell Technologies Inc.(DELL)$ CEO Michael Dell discussed the biggest AI supply chain constraint right now.
They also broke down the future of AI agents as digital workers inside the enterprise.
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