We’re moving beyond GPUs and into the real infrastructure bottlenecks behind next-gen AI servers. Top-ranked segments right now: • High-end CCL (M8/M9) • Midplane / high-layer PCB • Q-Glass electronic fabric • HVLP copper foil • Advanced resin systems Notice something? The strongest areas are no longer “AI concept stocks.” They’re the materials and hardware layers enabling AI scale. Supply is tight. Demand is accelerating. Margins are expanding. This is what an early infrastructure supercycle looks like. The market chased compute first. Now it’s starting to price the stack beneath it.
The Magnificent 7 are still carrying the entire U.S. market
Latest earnings show one clear trend: AI is driving everything. $NVIDIA(NVDA)$ : Q1 revenue hit $81.6B, data center revenue +92% YoY $Microsoft(MSFT)$ : Cloud + AI demand continues accelerating Azure growth $Meta Platforms, Inc.(META)$ : Ad revenue and AI engagement both beat expectations $Amazon.com(AMZN)$ : AWS and AI infrastructure spending reached record highs $Alphabet(GOOG)$ : Gemini AI helped strengthen cloud and search revenue $Apple(AAPL)$ : Services revenue hit another all-time
If you bought at these prices, you should now be starting to appreciate the value of "buying at low prices." The real big market moves often begin after earnings reports are confirmed, with the market frantically pricing in the data. Storage stocks were the strongest in Q1, and Q2 might be even more frenzied. By the time the market reacts, many stocks may no longer be at their current prices. $Micron Technology(MU)$ $Roundhill Memory ETF(DRAM)$ $Lam Research(LRCX)$ $Corning(GLW)$ $Tower Semiconductor(TSEM)$