That AI boom chart making the rounds has everyone talking about winners and losers. It's from B of A.
I found the 'Grok' answer interesting and kind of fun, in that it shows how the machines themselves 'grok' the situation. It pretty clearly explains what we've seen with $Micron Technology(MU)$ 's rise and the declines in $Meta Platforms, Inc.(META)$ and MSFT.
To me, the biggest point that isn't being discussed is how $Apple(AAPL)$ wins across the board. First, by not spending heavily, now by raising prices, and in the long term, as a beneficiary if chip margins compress.
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