The layer I think the market may be underestimating is energy. AI data centers require enormous electricity, and without reliable power the entire AI stack cannot scale. Companies like Constellation Energy, Vistra Energy & GE Vernova could quietly become major beneficiaries of the AI boom.
As for positioning ahead of GTC, I prefer to stay partially positioned rather than chase hype. Events like GTC often see “buy the rumor, sell the news,” so I focus more on the long-term trends Jensen highlights — especially whether AI expands further into robotics and physical AI. 🚀
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