πππEveryone is staring at Nvidia's share price like it is the only cake on the buffet but Jensen Huang didn't give us a cupcake theory. He gave us a 5 layer cake - silicon, systems, models, applications & energy. The real feast is understanding how the layers feed each other.
I am already positioned in the chip layer with NVIDIA. It is the beating heart of the AI compute layer. NVIDIA doesn't just sell chips. It is a vertically integrated AI compute company.
I am already positioned in the model layer with Alphabet. It is an outstanding key player in this layer as it is the architect of the Model Layer as Gemini is a vertically integrated AI engine.
The most underrated layer is Energy. XLU ETF represents utility companies that generate electricity, transmit it, distribute it & expand its capacity. This is the layer Jensen says that AI is requiring 10x more power.
The real wealth is built by owning the whole cake.
@Tiger_comments @TigerStars @TigerClub
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