The Two Round Stage for AI Revolution

Hello everyone! Today i want to share some trading ideas with you!

1.

My Top 5 Opportunities for 2025 🧐

1. $Amazon.com(AMZN)$ : Vertical integration and relentless innovation in e-commerce and cloud computing (AWS) give Amazon a flywheel effect that’s nearly impossible to replicate.

2. $Snowflake(SNOW)$ : A category-defining data platform powering enterprise AI and analytics, with 40% of Fortune 2000 companies storing their data in Snowflake’s ecosystem -- creating a new paradigm for how organizations manage and monetize data.

3. $TransMedics Group, Inc.(TMDX)$ : Their OCS is redefining organ transplants, with the potential to transform the field like $ISRG did for surgery.

4. $ASML Holding NV(ASML)$ : They're the backbone of advanced semiconductor production, holding a monopoly on EUV lithography systems -- critical for next-generation chip manufacturing and indispensable to the semiconductor supply chain.

5. $Unity Software Inc.(U)$ : They're building the foundation for real-time 3D content -- powering everything from immersive gaming experiences to automotive design and the emerging metaverse.

2.

The first stage of the AI revolution was dominated by hardware, server, and compute companies -- those that laid the critical infrastructure essential for AI’s rapid ascent [ $NVIDIA Corp(NVDA)$ , $Taiwan Semiconductor Manufacturing(TSM)$ , $ASML Holding NV(ASML)$ , $Broadcom(AVGO)$ , $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Alphabet(GOOGL)$ , etc. ].

The Q3 earnings cycle confirmed that the AI revolution is now entering its second stage, where the focus shifts from infrastructure to applications -- the application layer is where intelligence moves from concept to execution.

What makes the application layer so explosive is its ability to scale rapidly with minimal marginal costs. Unlike hardware, which requires physical production and distribution, software can be deployed instantly and iteratively. The shift to Stage 2 is where the true economic value of AI is unlocked. Hardware may have built the foundation, but the software application layer is where the winners will deliver outsized returns to shareholders by embedding intelligence into every aspect of modern life.

I believe that $Palantir Technologies Inc.(PLTR)$ , $Snowflake(SNOW)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $Cloudflare, Inc.(NET)$ & $MongoDB Inc.(MDB)$ will be the biggest winners of this second stage.

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