Why?
AI agents need more computing power.
More AI usage means more demand for GPUs, CPUs, memory and data centers.
Companies like NVDA, AMD, INTC and MU can benefit from this long-term trend.
AI agents are still developing, so demand could continue growing for years.
B is not wrong. Companies like Uber, Airbnb and Schwab have strong businesses. But AI could change how customers access these services, creating some uncertainty.
Bottom line:
For a 5–10+ year investment, I prefer AI infrastructure.
But after a big rally, I would buy gradually, not chase the price.
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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- fluffzo·09-23 19:02AI compute demand probably runs for years, but memory bottlenecks may show up even earlier. MU and the data center side are where I’d keep staring 👀1Report