Seven layers of AI

The full stack from power to hardware

1 | Power: $GEV $BE $CEG $VST $ENS
2 | Chips: $NVDA $AMD $TSM $ASML $AVGO
3 | Data centers: $NBIS $IREN $CRWV $CIFR $APLD
4 | Models: $GOOGL $MSFT $AMZN $META
5 | Platforms: $PLTR $NOW $RBRK $CRWD $ZETA
6 | Robotics : $TSLA $SYM $TER $PATH
7 | Hardware: $ANET $VRT $LITE $ETN $MU



Link:
https://x.com/bdinvestingg/status/2029195805865762987