$GE Vernova Inc.(GEV)$  $NVIDIA Corp(NVDA)$  $Oracle(ORCL)$  $Alphabet(GOOG)$  $Palantir Technologies Inc.(PLTR)$  

Jensen's Five-Layer Cake Theory divides AI investment into five layers : energy, chips, infrastructure, models, and applications, each playing a key role in the AI ecosystem

Investors can capture the AI cycle by targeting the energy layer through GE Vernova (GEV), the chip layer with NVIDIA (NVDA), the infrastructure layer via Oracle (ORCL), the model layer through Alphabet (GOOG), and the application layer with Palantir (PLTR) 。。。

The energy layer, often overlooked, is crucial for powering AI operations, with Jensen emphasizing its foundation; clean, scalable energy is key to sustainable growth

Investors may wait for GPU Technology Conference (GTC) insights or position ahead, aligning portfolios with anticipated trends in chips, models, or infrastructure, as GTC could reveal new opportunities

Layer diversification is vital for comprehensive growth, with overlooked prospects in energy and infrastructure, while post-GTC, chip momentum and model/application plays should be leveraged