If forced to choose between compute and infrastructure, I'd pick compute for this decade. AI demand is exploding faster than chip supply, and every major model still needs massive compute.
If I could own only one for 10+ years:
🥇 NVIDIA - best combination of dominance, profitability, and execution. It is the "picks and shovels" provider to the entire AI industry.
🥈 SpaceX - highest upside. If Starlink and Starship achieve their ambitions, today's valuation could look cheap.
🥉 Meta Platforms - underrated due to unmatched user distribution and AI monetisation potential.
My ranking:
1. NVIDIA (highest conviction)
2. SpaceX (highest ceiling)
3. Meta
4. Google
5. OpenAI
6. Anthropic
For risk-adjusted returns, NVIDIA. For maximum upside, SpaceX.
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