AI trade shifts beyond chips #nvidia #aisupplychain #aiinvesting

NVIDIA, TSMC, ASML, and Micron defined stage one of the AI trade through chips, memory, and foundry capacity. That first wave drove premium valuations across the companies supplying the compute backbone of the AI boom.

The next phase may shift toward less obvious AI beneficiaries: power semiconductors, grid infrastructure, rare earth minerals, and specialty chemicals. These areas do not look like AI leaders on the surface, but they represent critical supply-chain bottlenecks as AI deployment scales and energy demand rises.

Stage three points to the companies that convert AI into operating profit across software, healthcare, finance, and robotics. The broader insight is that the AI cycle may unfold over a decade, with much of the market still focused on the earliest winners while later-stage enablers and adopters remain comparatively underappreciated.

#NVIDIA #TSMC #ASML #Micron #AITrade #AIInvesting #Semiconductors #Foundries #PowerSemiconductors #GridInfrastructure #RareEarthMinerals #SpecialtyChemicals #AIAdoption #Robotics #AIBoom

Видео AI trade shifts beyond chips #nvidia #aisupplychain #aiinvesting канала Jeremy Walker | Crypto Alerts