$NBIS will likely become the AWS of AI with a over 200 billion enterprise value
$AMD will become a multi-trillion market cap company by satisfying the demand for efficient compute
$MU will remain the only US manufacturer of a key component for superintelligence, memory, reaching a multi-trillion market cap
Data center operators will be the most important real estate owners. The future of humanity depends on their infrastructure. That includes $IREN, $CIFR, $WULF, etc.
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In the next 10 years:
$NBIS will likely become the AWS of AI with a over 200 billion enterprise value
$AMD will become a multi-trillion market cap company by satisfying the demand for efficient compute
$MU will remain the only US manufacturer of a key component for superintelligence, memory, reaching a multi-trillion market cap
Data center operators will be the most important real estate owners. The future of humanity depends on their infrastructure. That includes $IREN, $CIFR, $WULF, etc.