The AI monetization roadmap should benefit software companies last

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The AI monetization roadmap should benefit software companies last

Tiger_James Ooi
06-05

The previous mobile internet monetization cycle taught us that mobile internet monetization benefits semiconductor companies first, followed by infrastructure, with software companies being the last beneficiaries.

Source: Morgan Stanley

The AI monetization roadmap could follow a similar pattern, benefiting semiconductor and infrastructure companies first, followed by AI software companies.

I believe investors should focus more on semiconductors and infrastructure companies at this stage, as the leading AI applications/softwares are still uncertain.
My favorite semiconductor and infrastructure companies remain Microsoft $Microsoft(MSFT)$ , Alphabet, Amazon, Nvidia, and TSMC $Taiwan Semiconductor Manufacturing(TSM)$ .
ARM $ARM Holdings Ltd(ARM)$ , ASML $ASML Holding NV(ASML)$ , and AMD $Advanced Micro Devices(AMD)$ valuations still appear expensive but are worth reassessing once valuations become more reasonable.

Source: Tiger Brokers

# AI Companies and Industry DIG

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flixzy
·06-06
Valid point. Let's prioritize semiconductors and infrastructure now. [Thinking]
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pixiezz
·06-06
Interesting analysis
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yansuji
·06-06
Makes sense [OK]
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Please share you Insights or comments on companies or technologies of AI industry.","image":"https://community-static.tradeup.com/news/4603961061b4e1f67cb838e908cb17bf"}],"images":[{"img":"https://community-static.tradeup.com/news/b3b20a69fcfcfa47693945201cca7c02","width":"1169","height":"720"},{"img":"https://community-static.tradeup.com/news/061c5a73294b07502c45208f3417b879","width":"2560","height":"1440"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/b3b20a69fcfcfa47693945201cca7c02","width":"1169","height":"720"}],"title":"The AI monetization roadmap should benefit software companies last","html":"<html><head></head><body><ul>\n <li>The previous mobile internet monetization cycle taught us that mobile internet monetization benefits semiconductor companies first, followed by infrastructure, with software companies being the last beneficiaries.</li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/b3b20a69fcfcfa47693945201cca7c02\" tg-width=\"1169\" tg-height=\"720\">Source: Morgan Stanley\n<ul>\n <li>The AI monetization roadmap could follow a similar pattern, benefiting semiconductor and infrastructure companies first, followed by AI software companies.</li>\n</ul>\n<ul>\n <li>I believe investors should focus more on semiconductors and infrastructure companies at this stage, as the leading AI applications/softwares are still uncertain.</li>\n <li>My favorite semiconductor and infrastructure companies remain Microsoft <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> , Alphabet, Amazon, Nvidia, and TSMC <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> .</li>\n <li>ARM <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> , ASML <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> , and AMD <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> valuations still appear expensive but are worth reassessing once valuations become more reasonable.</li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/061c5a73294b07502c45208f3417b879\" tg-width=\"2560\" tg-height=\"1440\">Source: Tiger Brokers\n\n</body></html>","htmlText":"<html><head></head><body><ul>\n <li>The previous mobile internet monetization cycle taught us that mobile internet monetization benefits semiconductor companies first, followed by infrastructure, with software companies being the last beneficiaries.</li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/b3b20a69fcfcfa47693945201cca7c02\" tg-width=\"1169\" tg-height=\"720\">Source: Morgan Stanley\n<ul>\n <li>The AI monetization roadmap could follow a similar pattern, benefiting semiconductor and infrastructure companies first, followed by AI software companies.</li>\n</ul>\n<ul>\n <li>I believe investors should focus more on semiconductors and infrastructure companies at this stage, as the leading AI applications/softwares are still uncertain.</li>\n <li>My favorite semiconductor and infrastructure companies remain Microsoft <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> , Alphabet, Amazon, Nvidia, and TSMC <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a> .</li>\n <li>ARM <a href=\"https://ttm.financial/S/ARM\">$ARM Holdings Ltd(ARM)$</a> , ASML <a href=\"https://ttm.financial/S/ASML\">$ASML Holding NV(ASML)$</a> , and AMD <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$</a> valuations still appear expensive but are worth reassessing once valuations become more reasonable.</li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/061c5a73294b07502c45208f3417b879\" tg-width=\"2560\" tg-height=\"1440\">Source: Tiger Brokers\n\n</body></html>","text":"The previous mobile internet monetization cycle taught us that mobile internet monetization benefits semiconductor companies first, followed by infrastructure, with software companies being the last beneficiaries. Source: Morgan Stanley The AI monetization roadmap could follow a similar pattern, benefiting semiconductor and infrastructure companies first, followed by AI software companies. I believe investors should focus more on semiconductors and infrastructure companies at this stage, as the leading AI applications/softwares are still uncertain. My favorite semiconductor and infrastructure companies remain Microsoft $Microsoft(MSFT)$ , Alphabet, Amazon, Nvidia, and TSMC $Taiwan Semiconductor Manufacturing(TSM)$ . ARM $ARM Holdings Ltd(ARM)$ , ASML $ASML Holding NV(ASML)$ , and AMD $Advanced Micro Devices(AMD)$ valuations still appear expensive but are worth reassessing once valuations become more reasonable. Source: Tiger Brokers","highlighted":1,"essential":2,"paper":2,"likeSize":10,"commentSize":3,"repostSize":4,"favoriteSize":0,"link":"https://ttm.financial/post/313566395216080","repostId":0,"isVote":1,"tweetType":1,"viewCount":2485,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["ARM","TSM","ASML","MSFT","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":826,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":313791067856904,"gmtCreate":1717647554143,"gmtModify":1717663860927,"authorId":9000000000000373,"author":{"id":9000000000000373,"authorId":9000000000000373,"name":"flixzy","avatar":"https://static.tigerbbs.com/a24bcc27dc29a6d8ea2018519aa88251","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":313566395216080,"type":1,"supId":0,"prevId":0,"content":"Valid point. Let's prioritize semiconductors and infrastructure now. [Thinking]","text":"Valid point. Let's prioritize semiconductors and infrastructure now. [Thinking]","html":"Valid point. Let's prioritize semiconductors and infrastructure now. [Thinking]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":313790351958312,"gmtCreate":1717647552230,"gmtModify":1717663824377,"authorId":9000000000000341,"author":{"id":9000000000000341,"authorId":9000000000000341,"name":"pixiezz","avatar":"https://static.tigerbbs.com/a5d8c2eb1c079c85b43879eb951e8684","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":313566395216080,"type":1,"supId":0,"prevId":0,"content":"Interesting analysis","text":"Interesting analysis","html":"Interesting analysis","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":313790919430232,"gmtCreate":1717647553040,"gmtModify":1717663813992,"authorId":9000000000000728,"author":{"id":9000000000000728,"authorId":9000000000000728,"name":"yansuji","avatar":"https://static.tigerbbs.com/90c36a09caab2ffd35267ac360780ce4","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":313566395216080,"type":1,"supId":0,"prevId":0,"content":"Makes sense [OK]","text":"Makes sense [OK]","html":"Makes sense [OK]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}