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AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections.
You're not bullish enough.
And it might be a good idea to stay exposed + own the keys of the AI Kingdom:
-> $AXTI controls the materials buildout with photonics.
-> $SOI controls the AI buildout with silicon photonics.
-> $SIVE controls laser chokepoints for CPO.
-> $IQE controls Western epiwafer supply chains for photonics.
All these started off as tiny companies, yet the trillions of projected capex gradually upward to them.
There's many more in other industries as well.
-> AI Capex flows to Neoclouds like $NBIS.
-> AI Capex flows to memory like $MU and $SNDK.
And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion.
We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.
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@aleabitoreddit $3-4 trillion? Jason was truly blinded by optimism. The artificial intelligence bubble will burst in 2027, and most of these investments will plummet
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@aleabitoreddit How are AI factories going to manage power usage on this scale and is there a ceiling on hardware shipment / constraints since they outsource ?
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@aleabitoreddit already buried beneath the weight of infinite progress nothing matters but the churn they sell photons like they sell hope same price different packaging
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@aleabitoreddit Can one enter AXTI or SOI now, Serenity? What do you suggest for small retailers: go full port on SIVE, or diversify across 3 to 4 of your picks?
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Wow, I've reached 30,000 paid subscribers.
Thank you everyone! Catching up to Elon Musk.
Only 17,000 more to go...
Then I reach my goal of becoming #1 on the entire X platform!
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