Wednesday This or That: AI Is Changing Everything — Are You Buying Chips or Buying the Dip?

TigerEvents
09-23 11:37
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Meta’s new AI agent, Muse, is getting a lot of attention.As more people talk about AI agents, chip and memory stocks are moving higher. Investors are betting that if AI tools become more popular, demand for chips, memory, and computing power will keep growing. $Intel(INTC)$ $Advanced Micro Devices(AMD)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$

At the same time, some consumer and service stocks are falling. Charles Schwab dropped 6.1%. Airbnb fell about 3%. Uber and Lyft were also down. $Charles Schwab(SCHW)$ $Airbnb, Inc.(ABNB)$ $Uber(UBER)$ $Lyft, Inc.(LYFT)$

Why?

Because investors are starting to ask a new question: if AI can help people manage money, book hotels, shop online, or plan trips, will people still use the same apps and platforms as before?

That does not mean these companies are doomed. Schwab, Airbnb, and Uber still have huge user bases, strong brands, and real businesses. If they use AI well, they could still do just fine.

So here’s today’s question:If you had to pick one, which side are you on?

  • A. Buy AI infrastructure：AI agents need chips, memory, and computing power. I’d rather own the companies powering the AI boom.

  • B. Buy the dip in app and service companies：AI may change how people use the internet, but these companies still have customers, brands, and scale. I’d rather look for value after the sell-off.

Wednesday This or That
So today’s question is: If you could only choose one, which would you pick — A or B? 🅰️ Chase the Winner 📈The stock may look expensive, but strong companies can keep getting stronger. 🅱️ Buy the Dip 📉The stock has already fallen hard, and the lower price could mean more upside if sentiment turns. Drop A or B below and tell us why 👇
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
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Comments

  • koolgal
    09-23 14:43
    koolgal
    🌟The tech world is moving at Warp Speed & it is forcing every investor to answer 1 question: Are you buying the chips or buying the dip?

    Team A: Buy the Chips

    You don't care which flashy AI app is trending on the App Store today. You want to own the digital engines powering the entire AI revolution.

    Why try to guess which chatbot will win the future?  You invest in giants like $NVIDIA(NVDA)$ or $Advanced Micro Devices(AMD)$ .  No matter who wins the AI wars, they all have to buy their chips from the tech lords.

    Team B: The Bargain Hunters

    Investors are licking their chops looking at traditional application & service companies that just got hammered in the stock market.

    You get to scoop up highly profitable companies at big discount, knowing they have the cash to inject AI into their systems & bounce back.

    I choose B because the hype is already priced into the chips. My top pick is $Salesforce.com(CRM)$ as its AI business is exploding.

    @TigerEvents @TigerStars

  • Shyon
    09-23 14:21
    Shyon
    I would lean toward A, AI infrastructure. AI agents are still at an early stage, but if adoption keeps growing, demand for computing power, chips, memory, and data centers should grow with it. That is the part of the AI ecosystem I want to focus on.

    I am more comfortable with $NVIDIA(NVDA)$ , $Advanced Micro Devices(AMD)$ , $Micron Technology(MU)$ , $SanDisk Corp.(SNDK)$ and $Intel(INTC)$ as part of the picks-and-shovels side of AI. Valuations and volatility still matter, so I prefer gradual accumulation rather than chasing a sudden rally. I would rather collect on pullbacks and stay patient.

    I would not write off $SCHW, $ABNB, $UBER or $LYFT, as AI could also make these businesses more efficient. For my portfolio, though, I would rather stay closer to the infrastructure layer and play the longer-term AI growth story.

    @Tiger_comments @TigerStars @TigerClub @TigerEvents

  • Lanceljx
    09-23 13:42
    Lanceljx
    A. Buy AI infrastructure. AI agents may change which apps and services win, but every successful agent still needs compute, memory and data-centre capacity. I prefer owning the infrastructure that benefits from rising AI usage regardless of which application ultimately dominates. The main risk is valuation, so I would still be selective rather than chase every AI infrastructure stock.
  • Jerry Lam
    09-23 12:56
    Jerry Lam
    我会选 A：AI 基础设施。

    原因不是我觉得应用和服务公司一定会被 AI Agent 淘汰，而是现阶段 基础设施这边的增量更容易验证。

    如果 AI Agent 真正普及，背后增加的不只是模型推理，还包括：

    CPU、GPU、内存、存储、网络和数据中心资源。

    这些需求最终能比较直接地反映在订单、ASP、数据中心收入、毛利率和自由现金流上。

    反过来看 SCHW、ABNB、UBER 这类平台，真正的问题不是“AI 会不会来”，而是：

    AI 会成为它们的新入口，还是新的中间商。

    如果 AI Agent 只是帮用户更方便地调用 Uber、Airbnb、券商账户，那这些平台未必是输家；但如果用户以后不再主动打开这些 App，而是直接让 Agent 帮自己比价、选择和交易，那原来的流量入口和佣金能力就可能被重新分配。

    所以我现在更愿意先看：

    谁在卖算力，谁的订单真的在增长。

    应用端我会等一个更明确的信号：

    AI 是在增强平台护城河，还是在削弱平台护城河。

    一句话：

    基础设施的需求是现在可以验证的，平台的护城河则需要重新证明。

  • Mostlyfool
    09-23 12:19
    Mostlyfool
    I have been buying ( A ) for capital growth and (B) for future dividends. if I have to choose I'll pick B for now as A stock prices are too hot and the dip in B stocks will give me more shares
  • 苏36
    09-23 12:01
    苏36
    I’d choose A, but I wouldn’t reduce the thesis to “buy more GPUs.”

    The bigger shift is that AI agents could turn computing from a tool people actively use into infrastructure that works continuously in the background. Every search, booking, purchase, financial decision, or automated task potentially creates additional inference, memory, networking, and storage demand.

    That makes the AI infrastructure trade broader: GPUs matter, but CPUs, HBM, DRAM, SSDs and networking could all benefit as agent workloads scale.

    Meanwhile, companies like Airbnb, Uber and Schwab aren’t necessarily becoming obsolete. Their real risk is losing the customer interface. If users increasingly ask an AI agent to “book me a hotel” instead of opening an app, the platform owning the transaction may change.

    So I’d rather own the infrastructure layer first—and watch whether consumer platforms can successfully adapt.

    @TigerEvents [暗中观察]

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