May. 4 at 6:31 PM
AI CASH FLOW IS NOT BROADENING… IT’S CONCENTRATING
This isn’t a “theme” anymore — it’s a revenue gravity field pulling capital into a few mega nodes.
CHIP LAYER EXPANSION:
$NVDA:
$115B →
$568B (+393%)
$AVGO:
$17B →
$240B (+1,294%)
$AMD:
$13B →
$79B (+529%)
These aren’t linear growth curves… they’re step-function re-pricings of compute demand.
NEXT WAVE: HYPERSCALER MONETIZATION
$AMZN:
$108B →
$304B
$MSFT:
$66B →
$291B
GOOGL:
$43B →
$196B
AI isn’t expanding across sectors — it’s stacking value vertically inside compute + cloud control points.
By 2029: ~
$800B AI-linked revenue potential clustered in the same ecosystem.
Winners keep winning harder
Laggards don’t catch up — they get diluted by scale
This is a power-law market structure, not a broad cycle.
Curious about the full approach?👉 Check the @MeanReverter_
