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.
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