AI bubble: who really wins here?
AI bubble: who really wins here?
I keep thinking the real winners of the AI boom won’t be the flashy AI names everyone argues about on X all day. Feels like the money might actually be in the boring stuff that has to exist for AI to even work.
Power, cooling, data centers, grids the infrastructure side of it all. Everyone wants to build AI, but none of it runs without this backbone. And these companies are usually the first ones getting orders when demand spikes.
That’s why I’m not really chasing long-term, uncertain plays like nuclear or SMRs. I’m leaning more toward the picks-and-shovels angle.
Names I’m watching: , , ,
Not saying they’re risk-free, but it feels more grounded than betting on pure hype.
How are you guys playing this? Still going all-in on AI names or sticking with the infrastructure side?
I really like this 'picks and shovels' thinking! The foundational stuff like robust data centers and power grids is essential for anything AI-related to work.
