>>AI trade keeps moving down the supply chain>>AI needs GPUs Nvidia stock prices skyrocket>>then everyone figures out AI needs memory>>RAM/DRAM names start going up>>then everyone figures out AI needs storage>>SNDK / WDC / STX go to the moon>>My smooth-brain zoomer predictionThe next bottleneck in the AI supply chain might be Cooling, everbody needs cooling right? Just look at the VRT stock price from the start of the year, Vertiv sells critical data-center infrastructure cooling etc. Even if the AI bubble pops, they still sell cooling for data-centers, the whole world relies on Data-center, normies need their icloud storage, companies and business put their stuff on cloud all the time, the whole internet relies on data-centers.So, I bought VRT, TT and some other stocks.. Tell me /biz/ why isn't this just free money?
>>62193470If you want a sure, 1000% guaranteed bet, then it's electricity. Since govs are now practically forcing EV on people after 'worrying so much about the environment' and politicians have gotten rich from 'clean energy', it's time to revisit it. Wind farms and solar panels aren't going to cut it as datacenters and EV and everything else continue to increase. Govs are in a pickle on nuclear because 'IT KILLS DA FISH WEN IT BOOMS' so they can't really use it AND please the tree-huggers that made them millions. Short term it'll be boomer power cos, later thorium reactors most likely. Later still things powered by rare earths that aren't practical yet.
>>62194127I get your logic anon but I think "energy" is too broad... I am sure it will definetly pay off in a few years if you invest in it right now but I don't have the patience for that. You are better off riding the AI hype-train till it lasts, probably till Openai goes public or something, then the bubble might pop if it is indeed just a bubble.
Something still fulfilling a niche purpose doesn't mean that it's going to continue growing or being profitable when the reason for its explosive growth continues. I agree with your general sentiment but unless something already had a very lucrative future before AI, I would still treat it like the other stocks you mentioned and have an exit plan for when AI implodes.I think it's the same thing for logistics and infrastructure. There will always be a demand for new buildings and a way to get things where they're needed but it doesn't mean that you won't see a lot of stagnation in these sectors if the bubble pops. Seems like the smart play would be to buy in early and then cash in when shit starts going south.
>>62193470>>62194127>>62194310>>62194433Vertiv went vertical in the last few weeks. IDK, but after trading for 20 years, I think that is a sign of an impending crash.You should have shilled it last year OP.
>>62193470>The next bottleneck in the AI supply chain might be CoolingYea, Arctic Silver.Silver is the best investment of your life.
