🔥 I did not catch the entire June 8 move, but I have been watching AI infrastructure names much more closely than the popular AI headlines.

My thesis is simple: the biggest winners of the AI cycle may not be the companies building chatbots. They may be the companies supplying the "electricity" of the AI economy. Every new model, every AI agent, and every enterprise deployment ultimately consumes more computing power, memory, networking, and data center capacity.
That is why I pay attention to companies such as NVIDIA and Micron. NVIDIA remains the dominant supplier of AI acceleration, while Micron benefits from the growing demand for high bandwidth memory. As AI models become larger and more complex, memory becomes a bottleneck, making this part of the supply chain increasingly valuable.
What makes this rally interesting is that it was not driven by a single company. The strength spread across semiconductor and AI infrastructure stocks. When an entire ecosystem starts moving together, it often signals that investors are repricing a broader trend rather than reacting to one earnings report.
Am I bullish on AI stocks going forward?
Yes, but selectively.
I am less interested in short term AI hype and more interested in businesses that generate revenue from the physical requirements of AI. The world is still in the early stages of building AI infrastructure. Data centers, advanced chips, memory, networking equipment, and energy demand could remain multi year growth themes.
The risk is valuation. Great companies can still become expensive. For that reason, I prefer accumulating during periods of fear rather than chasing vertical rallies.
My outlook for the next few years remains positive. AI is evolving from a technology story into an economic infrastructure story, and the companies enabling that transition may continue to attract capital as adoption expands globally.
‍#USAIStocksRally #AI #NVIDIA #GateSquare