AI infrastructure is still one-To The Moon - Tiger Brokers Online Investing Community - To The Moon

AI infrastructure is still one of the strongest themes in the market right now.

$APPLIED DIGITAL CORP(APLD)$ just reported earnings with a massive revenue beat, over 152%. The AI race is clearly expanding beyond chips. The next phase looks like it's about the companies building the data centers, power, and computing capacity behind this whole buildout.

$APPLIED DIGITAL CORP(APLD)$ seems to be benefiting from accelerating AI data center demand, but execution and margins will be the real test.

$NEBIUS(NBIS)$ keeps drawing attention with its AI cloud infrastructure exposure as GPU demand keeps growing.

$CoreWeave, Inc.(CRWV)$ has a strong AI growth story, though volatility is still part of the picture.

$Bloom Energy Corp(BE)$ could benefit from the rising energy needs of AI data centers, and $IREN Ltd(IREN)$ is an interesting name combining digital infrastructure with AI opportunities.

The way I see it, the biggest AI winners may not only be chip makers. It could also be the companies providing the picks and shovels for this massive buildout.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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The AI race is clearly expanding beyond chips. The next phase looks like it's about the companies building the data centers, power, and computing capacity behind this whole buildout.</p>\n<p><a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a> seems to be benefiting from accelerating AI data center demand, but execution and margins will be the real test.</p>\n<p><a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$&nbsp;</a> keeps drawing attention with its AI cloud infrastructure exposure as GPU demand keeps growing.</p>\n<p><a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a> has a strong AI growth story, though volatility is still part of the picture.</p>\n<p><a href=\"https://ttm.financial/S/BE\">$Bloom Energy Corp(BE)$&nbsp;</a> could benefit from the rising energy needs of AI data centers, and <a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$&nbsp;</a> is an interesting name combining digital infrastructure with AI opportunities.</p>\n<p>The way I see it, the biggest AI winners may not only be chip makers. It could also be the companies providing the picks and shovels for this massive buildout.</p>\n<p><img src=\"https://community-static.tradeup.com/news/9705b390c4244181b07511cf594ac190\" tg-width=\"2064\" tg-height=\"1168\"></p></body></html>","htmlText":"<html><head></head><body><p>AI infrastructure is still one of the strongest themes in the market right now.</p>\n<p><a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a> just reported earnings with a massive revenue beat, over 152%. The AI race is clearly expanding beyond chips. The next phase looks like it's about the companies building the data centers, power, and computing capacity behind this whole buildout.</p>\n<p><a href=\"https://ttm.financial/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a> seems to be benefiting from accelerating AI data center demand, but execution and margins will be the real test.</p>\n<p><a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$&nbsp;</a> keeps drawing attention with its AI cloud infrastructure exposure as GPU demand keeps growing.</p>\n<p><a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$&nbsp;</a> has a strong AI growth story, though volatility is still part of the picture.</p>\n<p><a href=\"https://ttm.financial/S/BE\">$Bloom Energy Corp(BE)$&nbsp;</a> could benefit from the rising energy needs of AI data centers, and <a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$&nbsp;</a> is an interesting name combining digital infrastructure with AI opportunities.</p>\n<p>The way I see it, the biggest AI winners may not only be chip makers. It could also be the companies providing the picks and shovels for this massive buildout.</p>\n<p><img src=\"https://community-static.tradeup.com/news/9705b390c4244181b07511cf594ac190\" tg-width=\"2064\" tg-height=\"1168\"></p></body></html>","text":"AI infrastructure is still one of the strongest themes in the market right now. $APPLIED DIGITAL CORP(APLD)$ just reported earnings with a massive revenue beat, over 152%. The AI race is clearly expanding beyond chips. The next phase looks like it's about the companies building the data centers, power, and computing capacity behind this whole buildout. $APPLIED DIGITAL CORP(APLD)$ seems to be benefiting from accelerating AI data center demand, but execution and margins will be the real test. $NEBIUS(NBIS)$ keeps drawing attention with its AI cloud infrastructure exposure as GPU demand keeps growing. $CoreWeave, Inc.(CRWV)$ has a strong AI growth story, though volatility is still part of the picture. $Bloom Energy Corp(BE)$ could benefit from the rising energy needs of AI data centers, and $IREN Ltd(IREN)$ is an interesting name combining digital infrastructure with AI opportunities. The way I see it, the biggest AI winners may not only be chip makers. It could also be the companies providing the picks and shovels for this massive buildout.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/590621233648624","repostId":0,"isVote":1,"tweetType":1,"viewCount":409,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["APLD","NBIS","CRWV","BE","IREN"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":890,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/590621233648624"}