The 4 Phases of the AI Revolution

Phase 1: Infrastructure

- Chips: $NVDA $AVGO $TSM $ANET $MRVL

- Data Centers: $ORCL $AMZN $GOOGL $VRT $SMCI $DELL $HPE

- Power: $VST $CEG $PEG $PWR

- Nuclear: $GEV $BWXT $NNE $SMR $OKLO

- Data: $NOW $PLTR $SNOW $GTLB $DDOG $MDB $INOD

Phase 2: Edge AI

$AAPL $QCOM $AMD $NVDA $GOOGL

Phase 3: Agentic AI

$CRM $HUBS $META $MSFT $NOW $NVDA

Phase 4: Physical AI

$TSLA $GOOGL $NVDA $AMZN $AUR $ISRG