u/Vipoooooo

Feels like Reddit has this cycle where certain stocks become either “guaranteed winners” or “completely dead” and there’s almost no middle ground.
But looking back, some of the biggest consensus opinions here ended up being totally wrong.
People called NVDA overvalued for years.
META was supposedly finished in 2022.
PLTR was “dead money” until suddenly everyone loved it again.
Curious what stocks you think Reddit completely misjudged over the last few years, either positively or negatively.

A year ago I thought the AI boom was mostly about software companies, GPUs and cloud providers.

Now I’m starting to think the real story may actually be physical infrastructure.

Because every new AI model, hyperscale data center and compute cluster ultimately runs into the same bottleneck:

power.

Not just generating it.
Actually delivering it.

The numbers starting to come out around future electricity demand honestly look insane.

Utilities are talking about grid expansion.
Countries are talking about transmission upgrades.
Data centers are competing for power access.
Some projects are reportedly getting delayed simply because local infrastructure can’t support them yet.

And once you start looking deeper into what goes into expanding electrical systems at scale, the same materials keep showing up over and over again:

copper

aluminum

steel

uranium

industrial cooling infrastructure

high-voltage equipment

transformers

switchgear

It honestly feels like a lot of investors still see AI as purely a tech trade when in reality it may end up becoming one of the largest industrial buildout cycles in decades.

Almost like the “picks and shovels” side of AI still hasn’t fully entered the mainstream conversation yet.

Curious if other people here are starting to think the same way.

Feels like Reddit rotates through “the next big thing” every few months.

A couple years ago it felt like everyone was talking about stocks like DKNG, SOFI, PLUG, LCID, etc.

Now some of them barely get mentioned anymore.

Curious which hyped Reddit stocks you think quietly died off… and which ones might actually come back eventually.