To The Moon

The Three Stages of the AI Revolution 🧐

Stage 1: Hardware & Compute

• The foundation of AI begins with the powerful hardware and computational infrastructure required to process vast datasets and train complex models. Companies in this space design and manufacture advanced GPUs, processors, and the semiconductor tools that power AI’s growth.

Key players: $NVIDIA(NVDA)$ $ASML Holding NV(ASML)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ $Qualcomm(QCOM)$ $Advanced Micro Devices(AMD)$ $ARM Holdings(ARM)$ $Applied Materials(AMAT)$ $Lam Research(LRCX)$ $KLA-Tencor(KLAC)$ $Astera Labs, Inc.(ALAB)$

Stage 2: Applications

• AI’s transformative power is realized through applications that redefine industries and solve real-world problems. This stage includes platforms, software, and tools that bring AI’s potential to life in areas like autonomous systems, cybersecurity, enterprise solutions, and cloud services.

Key players: $Palantir Technologies Inc.(PLTR)$ $Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Snowflake(SNOW)$ $MongoDB Inc.(MDB)$ $Cloudflare, Inc.(NET)$ $ServiceNow(NOW)$ $GitLab, Inc.(GTLB)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Zscaler Inc.(ZS)$ $Palo Alto Networks(PANW)$ $Rubrik Inc.(RBRK)$

Stage 3: Energy &Sustainability

• AI’s exponential growth demands an equally transformative approach to energy. From nuclear power to advanced battery technologies, this stage ensures the infrastructure powering AI remains sustainable and reliable.

Key players: $Cameco(CCJ)$ $BWX Technologies Inc(BWXT)$ $Constellation Energy Corp(CEG)$ $Vistra Energy Corp.(VST)$ $NuScale Power(SMR)$ $Oklo Inc.(OKLO)$ $NANO Nuclear Energy Inc(NNE)$ $First Solar(FSLR)$ $Tesla Motors(TSLA)$ $Fluence Energy, Inc.(FLNC)$ $Eos Energy Enterprises Inc.(EOSE)$