The 3 Pillars of the Al Revolution:

1. Compute

→ Chips: $NVDA $TSM $AVGO $MRVL $MU $STX $ASML $AMD $ARM

→ Energy: $VST $CEG $GEV $TLN $NRG $OKLO $SMR $BWXT $AMSC $PWR $LEU

→ Data Centers: $CRWV $NBIS $CORZ $IREN $AMZN $ORCL $MSFT $GOOGL $GDS $TSSI

→ Networking: $CRDO $CLS $ALAB $ANET $VRT $SMCI $DELL $FLEX $FN

2. Data

→ Content: $RDDT $CRM $TSLA $NFLX META GOOGL

→ Cloud: $DDOG $SNOW $NOW $GTLB $INOD $FFIV

3. Algorithms

→$PLTR TSLA META GOOGL AMZN NVDA