May. 30 at 5:00 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:
(NETWORKING)
6.
$CSCO — Data center fabric and ethernet switching. Every agent call crosses Cisco infrastructure.
7.
$CIEN — Optical networking backbone connecting AI data centers. Bandwidth demand scales with tokens.
(MEMORY / STORAGE)
8.
$MU — HBM3E stacked on NVDA GPUs. More inference = direct memory bandwidth demand explosion.
9.
$WDC — Flash storage holds model weights and KV caches. Agent scale drives NAND demand structurally.
10.
$STX — Hard drives store cold AI training data. Data center storage TAM expands with every model.
