To The Moon

Tracking AI moves across the biggest players shows who’s leading, who’s catching up, and where the real growth is.

1. $NVIDIA(NVDA)$ — AI Chip King

Today’s Moves: Partnered with Thinking Machines Lab, investing $50B for 1GW compute, Vera Rubin system rolling out early next year.
AI Setup: H100/H200/Blackwell GPUs, CUDA software ecosystem, stakes in multiple AI startups.
Score: ⭐⭐⭐⭐⭐
Edge: Massive moat | Growth: Sky-high | Risk: Valuation rich
Action: Long-term hold, buy on dips

2. $Microsoft(MSFT)$ — AI App Leader

Today’s Moves: Drives 62% of CoreWeave revenue, Azure AI expansion, Copilot suite growing.
AI Setup: Azure OpenAI cloud, Microsoft 365 Copilot, top OpenAI shareholder.
Score: ⭐⭐⭐⭐⭐
Action: Core holding

3. $Alphabet(GOOG)$ — AI Research Powerhouse

Today’s Moves: Gemini models keep evolving, export rules may ease, AI framework policy adjusted.
Score: ⭐⭐⭐⭐
Risk: Regulatory pressure

4. $Meta Platforms, Inc.(META)$ — AI Social King

AI Setup: Llama open-source models, recommendation algorithms, VR/AR hardware.
Score: ⭐⭐⭐⭐
Risk: Heavy metaverse spending

5. $Amazon.com(AMZN)$ — AI Cloud Leader

AI Setup: AWS Bedrock, retail recommendation & logistics AI, Alexa smart devices.
Score: ⭐⭐⭐⭐
Action: Steady allocation

6. $Apple(AAPL)$ — AI Conservative Player

AI Setup: M-series chips, Apple Intelligence, edge AI with privacy-first approach.
Score: ⭐⭐⭐
Risk: AI pace slower than peers

7. $Broadcom(AVGO)$ — AI Chip Rising Star

Today’s Moves: AI revenue this quarter $10.7B, expected to top $100B by 2027, deep integration with Google & Meta.
Score: ⭐⭐⭐⭐⭐
Action: Aggressive allocation

8. $Advanced Micro Devices(AMD)$ — AI Challenger

Score: ⭐⭐⭐
Risk: Heavy competition

AI Investment Layers

1. Infrastructure (Selling the Shovels)

• Chips: NVIDIA, Broadcom, AMD

• Equipment: Applied Materials, LAM Research

• Feature: High certainty, pricey

2. Platform Layer (Middlemen)

• Cloud: Microsoft, Google, Amazon

• Feature: Strong moat, steady growth

3. Application Layer (Using AI)

• Software: Palantir, Salesforce

• Feature: High upside, very competitive

AI Portfolio Strategies

Core + Satellite:

• Core 70%: Microsoft, NVIDIA

• Satellite 30%: Broadcom, Palantir

Supply Chain Approach:

• Upstream (Chips) 30%

• Midstream (Platforms) 40%

• Downstream (Apps) 30%

Interactive Task

Rate AI Companies 1–5 Stars: NVIDIA, Microsoft, Apple
Rewards: Up to 🐯60 Tiger Coins for reading, sharing, buying, or analysis submissions

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