đđ Artificial Intelligence has created unprecedented market value but the window for trading on pure hype is slamming shut. The core question haunting the market is whether actual commercial adoption can grow fast enough to sustain today's sky high tech stock valuations.
Building AI infrastructure is brutally capital intensive. Companies are discovering that deploying AI models involves immense energy consumption & massive cloud spending.
Nonetheless there are 3 tech stocks that can withstand this volatility:
$Alphabet(GOOG)$ self funds its massive USD 175 billion Capex entirely out of its own operations, carrying neglible debt exposure.
$NVIDIA(NVDA)$ has an unrivalled monopoly in the global tech infrastructure buildout.
$Micron Technology(MU)$ HBM is completely sold out across the entire industry. Its massive earnings ramp will stand it in good stead.
These 3 tech companies can weather the volatility ahead better than most.
@Tiger_comments @TigerStars @Tiger_SG
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