$NVIDIA(NVDA)$ $Micron Technology(MU)$ $Advanced Micro Devices(AMD)$ $Bloom Energy Corp(BE)$ $SUPER MICRO COMPUTER INC(SMCI)$ Everywhere you look, the next legs of the AI buildout are setting up for another strong run.
By the time this run shows any signs of slowing down, product and development life cycles will have shifted into a multi-faceted replacement cycle of new products, and into clearly sustainable territory. That would show once and for all that the Mag7 and multiple private industries at the granular level have deep enough pockets and annual cash flows for years to come to pay for it all.
That said, government and other market forces will keep trying to outpace them and grab the future for themselves.
These are truly epic times.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
