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r/AIFU_stock

▲ 43 r/AIFU_stock

The United States 🇺🇸 is out investing the world in AI infrastructure

The US is forecasted to spend $1 trillion on AI infrastructure in a single year by 2027. That represents roughly 3% of US GDP.

2022: $156B

2023: $156B

2024: $254B

2025: $443B

2026E: $764B

2027E: $1.0T

u/Secret_Toe2639 — 4 days ago
▲ 7 r/AIFU_stock

All In 🃏

**What are you all buying Q3? I'm All IN for this 3rd inning of the Tech AI Data Ceter Play. Long term holds till extra innings.**

**Data MU, SNDK, WDC, AVGO, CRWV,**

**Energy -FCEL, VRT, GEV, GNRC**

**Optical - GLW, COHR, FN,**

**Data construction - MTZ, STRL, MTRN**

**Quantum -IONQ, RGGT, IBM**

**AI-NVDA CRWD, PLTR**

**Semi -CRDO, INTC, AMD,TSM,ALAB**

**Space -RKLB, SpAceX**

**Robotic -Tesla, Symbotic ,TER**

reddit.com
u/DeepNetwork4363 — 5 days ago
▲ 52 r/AIFU_stock

If you're looking for exposure to the AI memory and HBM supercycle, the DRAM ETF is worth a look.

The top 3 memory gaints are all in there:

• $SSNLF (Samsung) - 25%

• $HXSCL (SK Hynix) - 25%

• $MU (Micron) - 24%

u/Secret_Toe2639 — 9 days ago
▲ 28 r/AIFU_stock

$DRAM just added Macronix and GigaDevice. These additions expand the ETF beyond the dominant Big 3 DRAM makers into edge computing, autos, IoT, and industrial applications.

𝗖𝗼𝗿𝗲 𝗵𝗼𝗹𝗱𝗶𝗻𝗴𝘀: Heavy in the Big 3: SK Hynix, Samsung, and

$MU ~75%.

Plus storage plays like $SNDK (SanDisk), Kioxia, $WDC, $STX (Seagate).

New adds diversify into specialty NOR Flash (autos, IoT, edge AI) from Taiwan/China.

𝗧𝗵𝗲𝘀𝗶𝘀: Cleanest ticker for the memory supercycle, AI data centers demand massive HBM + NAND capacity.

Memory was the overlooked bottleneck; now gaining spotlight with hyperscaler capex.

u/Secret_Toe2639 — 8 days ago
▲ 63 r/AIFU_stock+8 crossposts

ECB’s Lagarde says AI could trigger financial crises and calls for Cold War-style non-proliferation governance - The ECB president said 109 banks have been stress-tested for AI-powered cyberattacks and that she will write to CEOs demanding serious investment in resilience

thenextweb.com
u/EchoOfOppenheimer — 12 days ago
▲ 37 r/AIFU_stock

Japan announced a $2.3T AI and semiconductor roadmap through fiscal 2040 focused on chips, physical AI & industry-specific vertical AI. The U.S. is spending trillions on AI infrastructure, China is spending trillions and now Japan is committing massive capital to the same race.

AI Stocks that benefit from this:

Large-Cap

  • $NVDA
  • $MSFT
  • $GOOGL
  • $AVGO
  • $AMD

Mid-Cap

  • $MRVL
  • $QCOM
  • $ANET
  • $MU

Small-Cap

  • $MAAS
  • $BBAI
  • $SOUN
  • $AAOI
  • $NBIS
u/Secret_Toe2639 — 12 days ago
▲ 43 r/AIFU_stock

34 stocks are up 100% or more in the last year. More than double the average of the last 10 years.

u/Secret_Toe2639 — 14 days ago