What interests me most is the next layer of the AI ecosystem, especially power, energy and infrastructure. AI data centres cannot scale without electricity and grid upgrades, so names like $Vistra Energy Corp.(VST)$ and $Constellation Energy Corp(CEG)$ could offer a less crowded way to benefit from the same trend. I’m also keeping hyperscalers and financials on my radar.
I’m still bullish on semiconductors and would continue using pullbacks to DCA, but I’m becoming more selective on entry points. The biggest takeaway for me: AI can be a great long-term thesis, but a great company isn’t necessarily a great buy at any price. 📈
@Tiger_comments @TigerStars @TigerClub
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- kookz·00:12Grid bottlenecks are the whole bet here. I’m bullish on CEG and VST, but do you think utilities can keep up fast enough?LikeReport
- icycrystal·17:18thanks for sharing1Report