US Stocks AI Bull Market Cycle
Let me break it down
We're riding the industry chain right now
First Wave | Semiconductors
$NVDA
$AMD
$AVGO
$ARMon
This wave is the starting point of the AI revolution
NVIDIA has skyrocketed from its lows by several multiples
Most folks just watched the rise and didn't hop on board
Retail investors got a small slice of this pie
Second Wave | Storage
$MU
$WDC
$STX
$SNDK
AI needs computing power, and computing power needs storage
HBM prices have surged by 60%
Capacity is booked until 2028
The whole market is aware now
Chasing it now is at a high
Third Wave | Optical Modules
$AAOI
$LITE
$COHR
$CIEN
$MRVL
Many people didn’t catch on to this wave
Data centers need to transmit data, copper cables can't cut it, only fiber optics will do
$AAOI has jumped 934% in a year
$LITE has surged 621% in a year
$COHR has climbed 529% in a year
It's already exploded
Now cash is pouring into | Computing Power and Data Centers
$IREN
$CORZ
$WULF
$NBIS
$CRWV
AI data centers are energy-hungry monsters
Computing power is the oil of this era
Money is clustering here; this is the hottest direction right now
Who’s next in line?
That's the real question
① Power, Power Grids, Nuclear Power
$VRT
$ETN
$CEG
$SMR
$OKLO
Data centers double their energy consumption every year. Nuclear power hasn't been fully priced by the market yet
② Networking Equipment
$ANET
$AVGO
$MRVL
$CSCO
Switches and networks within data centers
Big money hasn't flowed in yet, but the logic is solid
③ Raw Materials and Rare Earths
$MP
$FCX
$AA
$UUUU
The foundational materials for AI hardware. Copper, aluminum, rare earths, each one is a supply bottleneck. This line is the coldest now but could be the next hottest
④ Robotics
$TSLA
$SYM
$SERV
AI is stepping from the cloud into the physical world. It's still early, but the direction is clear
⑤ Defense and Military
$KTOS
$AVAV
$LMT
AI plus military, two sectors that are never short on cash combined
It's hard for this combo not to rise
Analyze carefully, position yourself in the next direction, and wait for the funds to lift you up
Those who chase highs and lows will always be the last ones holding the bag
Let me break it down
We're riding the industry chain right now
First Wave | Semiconductors
$NVDA
$AMD
$AVGO
$ARMon
This wave is the starting point of the AI revolution
NVIDIA has skyrocketed from its lows by several multiples
Most folks just watched the rise and didn't hop on board
Retail investors got a small slice of this pie
Second Wave | Storage
$MU
$WDC
$STX
$SNDK
AI needs computing power, and computing power needs storage
HBM prices have surged by 60%
Capacity is booked until 2028
The whole market is aware now
Chasing it now is at a high
Third Wave | Optical Modules
$AAOI
$LITE
$COHR
$CIEN
$MRVL
Many people didn’t catch on to this wave
Data centers need to transmit data, copper cables can't cut it, only fiber optics will do
$AAOI has jumped 934% in a year
$LITE has surged 621% in a year
$COHR has climbed 529% in a year
It's already exploded
Now cash is pouring into | Computing Power and Data Centers
$IREN
$CORZ
$WULF
$NBIS
$CRWV
AI data centers are energy-hungry monsters
Computing power is the oil of this era
Money is clustering here; this is the hottest direction right now
Who’s next in line?
That's the real question
① Power, Power Grids, Nuclear Power
$VRT
$ETN
$CEG
$SMR
$OKLO
Data centers double their energy consumption every year. Nuclear power hasn't been fully priced by the market yet
② Networking Equipment
$ANET
$AVGO
$MRVL
$CSCO
Switches and networks within data centers
Big money hasn't flowed in yet, but the logic is solid
③ Raw Materials and Rare Earths
$MP
$FCX
$AA
$UUUU
The foundational materials for AI hardware. Copper, aluminum, rare earths, each one is a supply bottleneck. This line is the coldest now but could be the next hottest
④ Robotics
$TSLA
$SYM
$SERV
AI is stepping from the cloud into the physical world. It's still early, but the direction is clear
⑤ Defense and Military
$KTOS
$AVAV
$LMT
AI plus military, two sectors that are never short on cash combined
It's hard for this combo not to rise
Analyze carefully, position yourself in the next direction, and wait for the funds to lift you up
Those who chase highs and lows will always be the last ones holding the bag