AI Trade Playbook Through 2035 πŸ€–πŸ“ˆ

Michael Esther
08-28

Whether you’re up $192, $1,920, or $193,000 like me, the playbook stays the same.

These are the AI names with the strongest long-term setups right now:

πŸ”₯ $NVIDIA(NVDA)$ β€” The core compute play. AI models depend on its silicon, while demand for accelerated computing keeps compounding.

⚑ $Broadcom(AVGO)$ β€” Custom AI chips + networking. Hyperscalers need both to build increasingly massive AI clusters.

☁️ $Microsoft(MSFT)$ β€” Azure turns AI demand into recurring enterprise revenue, backed by a software distribution network few can match.

πŸ›οΈ $Palantir Technologies Inc.(PLTR)$ β€” The deployment layer, turning AI capabilities into real government and enterprise workflows.

πŸš— $Tesla Motors(TSLA)$ β€” The real-world AI bet spanning autonomy, robotics and massive amounts of driving data.

β‚Ώ $Strategy(MSTR)$ β€” The high-beta liquidity trade, using a leveraged Bitcoin balance sheet to ride alongside the broader AI-capex cycle.

Different companies. Same thesis: own the infrastructure, platforms and applications powering the next decade of AI.

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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