May. 30 at 4:44 PM
NOW can easily triple from
$125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1.
$NVDA — Every token touches a GPU. 24x tokens = 24x chip demand, full stop.
2.
$AMD — MI300X gaining enterprise traction. Second GPU source as hyperscalers diversify suppliers.
3.
$INTC — Gaudi AI accelerators + x86 CPUs running inference at the edge and enterprise.
(NETWORKING)
4.
$ANET — AI clusters need ultra-low latency switching. 24x tokens = 24x network traffic routed.
5.
$AVGO — Custom AI ASICs for hyperscalers. Token volume drives ASIC and switching orders higher.
