MY AI Playbook: SMCI, NVDA, AMD, AVGO& MU
Hello everyone! Today i want to share some trading ideas with you!
My 2025 Playbook 🧐
The first stage of the AI revolution in 2023 was marked by a dominant focus on hardware, servers, and compute companies -- laying down the foundational infrastructure that fueled AI's meteoric rise. It was a euphoric sprint for the companies driving this transformation -- their valuations soaring in tandem with the insatiable demand for compute power 👇
2023 Performance
• $SUPER MICRO COMPUTER INC(SMCI)$ : +242%
• $NVIDIA Corp(NVDA)$ : +234%
• $Advanced Micro Devices(AMD)$ : +124%
• $Broadcom(AVGO)$ : +98%
• $Micron Technology(MU)$ : +69%
The frenzy around these stage-one winners highlighted the critical role of infrastructure in powering the AI revolution. GPUs became the engines of innovation, servers the backbone of intelligence, and the race to dominate compute an unforgiving competition. It was a year defined by exponential growth and outsized returns, with hardware standing as the undeniable epicenter of AI's first wave.
But revolutions evolve, and AI’s trajectory is no different. As we start shifting away from the infrastructure boom, 2025 looms as the turning point -- the dawn of AI’s second stage. This next chapter shifts the focus away from the machines that make AI possible to the applications that bring it to life. Software will take center stage, with innovation moving up the stack to address how AI transforms industries, augments human creativity, and reshapes the way we work and live.
The transition from hardware to applications will be EXPLOSIVE. If 2023 belonged to the builders of infrastructure, 2025 will belong to those who harness it, leveraging the raw power of AI to create tools, platforms, and experiences that were once confined to the realm of science fiction.
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AI stocks are really powerful!