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The fundamental basis for 100x US stocks: AI infrastructure + energy
In the previous message, I discussed the common traits of 100x stocks: paradigm shift + irreplaceable position + seriously undervalued duration.
Now, the directions that meet these three criteria are the most certain here.
The first is the deep expansion of AI infrastructure.
GPUs have been taken over by Nvidia, but AI infrastructure is not just GPUs.
Data centers are upgrading from 400G to 1.6T