From my perspective, my core focus is still the chip layer, especially
$NVIDIA(NVDA)$ . Every AI workload ultimately runs on compute, and NVIDIA remains the central player in accelerated computing. With Jensen Huang set to speak at NVIDIA GTC, I’m mainly watching updates on next-gen architectures & how the company continues expanding its CUDA & enterprise software ecosystem.
The layer I think the market may be underestimating is energy. AI data centers require enormous electricity, and without reliable power the entire AI stack cannot scale. Companies like Constellation Energy, Vistra Energy & GE Vernova could quietly become major beneficiaries of the AI boom.
As for positioning ahead of GTC, I prefer to stay partially positioned rather than chase hype. Events like GTC often see “buy the rumor, sell the news,” so I focus more on the long-term trends Jensen highlights — especially whether AI expands further into robotics and physical AI. 🚀
@TigerStars @Tiger_comments @TigerClub
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