Jun. 23 at 10:06 PM
This feels like the next layer of the AI stack starting to get priced in
Not just chips anymore
but the internet layer sitting on top of it
$MU
$SMH
$NOW
$AMZN
$META
The way I’m thinking about it is pretty simple
AI doesn’t live in isolation
it runs through the internet we already use every day
That’s where the real scale shows up
$AMZN can push AI into retail and logistics at massive frequency
$META can monetize attention + ads across IG / WhatsApp / FB with better targeting and new AI-driven products
$NOW sits inside enterprise workflows where AI gets embedded into real systems
And under all of this,
$MU /
$SMH are still the supply backbone funding the whole cycle
Even then, what people sometimes miss is this
capex doesn’t just flow one way
as AI demand scales, suppliers eventually become heavy spenders themselves too
That feedback loop is still early
Not everything moves at once, but the direction is pretty clear
Next alert coming soon
If you’re not following with notifications on, you’re usually seeing the move after it’s already started
