Jun. 1 at 9:45 PM
Watching the AI arms race unfold is wild.
$GOOGL wants to lead but it’s not cheap—more memory, more GPUs, burn cash to stay on top.
$META isn’t backing down either, Zuck is spending like crazy.
$AMZN and
$MSFT aren’t just spectators either, the market is massive and they want a piece.
All this pressure means supply stays tight, and that’s where the real winners sit: chips. Watch
$MU, NVDA, These are the names actually making the AI world spin right now.