I would choose B first, followed by A. I remain most bullish on the AI hardware supply chain because regardless of which platform wins, hyperscalers will continue investing in GPUs, networking, memory and power infrastructure. As long as capex stays strong, hardware demand should remain well supported.
Microsoft's $Microsoft(MSFT)$ results also show the market has shifted from rewarding AI spending to rewarding AI monetization. Azure and Copilot are already generating visible revenue, while Meta $Meta Platforms, Inc.(META)$ still needs to prove its AI investments can create meaningful cash flow beyond advertising.
I don't think the AI trade is over—it is simply becoming more selective. I'll continue accumulating quality AI hardware names on pullbacks while watching for platform companies that can consistently turn AI investment into profits.
@TigerStars @Tiger_comments @TigerClub
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