r/WallstreetBaggers

The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…

These 5 layers include:

1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & Computing ~ $NVDA, $AMD, $TSM, $MU, $ARM
3. Cloud & Data Centers ~ $NBIS, $IREN, $CRWV, $APLD, $CIFR
4. AI Models ~ $MSFT, $GOOGL, $META, $AMZN, $ORCL
5. Applications ~ $PLTR, $TSLA, $NOW, $SNOW, $CRM

Without these companies there is no AI; which is exactly why these names will continue to see massive long term growth.

MSFT Bull flag 🏁📈🚀 Break out below large unfilled gap.
Is software stocks about to catch some bids?

Service Now with the daily breakout. Software stocks looking interesting heading into the week.

The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!

Many who know & capture the next phase cycles will become millionaires.

Phase 1 is officially done, & we are now onto Phase 2:

PHASE 1 — FOUNDATION LAYER (2023–2026)
$NVDA - AI GPU king powering training, inference, & hyperscale demand.

$AMD - AI accelerator competitor rapidly scaling enterprise and cloud adoption.

$MU - High bandwidth memory essential for AI servers & large scale compute.

$LITE - Fiber optic connectivity and photonics infrastructure supporting AI bandwidth.

$INTC - Domestic semiconductor and AI infrastructure turnaround play.

PHASE 2 — INFRASTRUCTURE EXPANSION (2026–2027)

$IREN - AI focused data center expansion securing scalable power for next-gen compute.

$CRWV - Cloud and AI infrastructure platform positioned to benefit from hyperscale.

$NBIS - AI infrastructure and compute exposure tied to next wave enterprise deployment growth.

$OKLO - Advanced nuclear technology positioned to support long-duration AI energy demand.

$MRVL - AI networking silicon connecting compute, memory, storage, and hyperscale infrastructure.

PHASE 3 — THE PHYSICAL AI ECONOMY (2027–2029)

$USAR - Strategic U.S. rare earth exposure tied to AI hardware and military supply chains.

$MP - Domestic rare earth production critical for magnets, EVs, robotics, and defense systems.

$RKLB - Launch infrastructure and satellite systems supporting AI driven space expansion.

$ASTS - Space based connectivity enabling future autonomous and AI communication systems.

$ONDS - Wireless defense and drone networking infrastructure supporting autonomous operation.

PHASE 4 — AGI & SOFTWARE DOMINANCE (2030+)

$IONQ - Quantum computing exposure potentially accelerating next-gen AI capabilities.

$ORCL - Enterprise AI databases and cloud infrastructure deeply integrated into corporate systems.

$AMZN - Cloud and AI infrastructure dominance through AWS and enterprise compute.

$GOOGL - AI search, inference, cloud, and AGI infrastructure powerhouse.

$MSFT - Enterprise AI ecosystem leader integrating AI across productivity, cloud, and software.

The AI super cycle is not a 1 year trade. It’s a decade long infrastructure buildout.

ORCL started to consolidate within this triangle range. A breakout above the top of the triangle could give the next leg up. Looking at the weekly, this trendline has been consistently showing support and proof of the bulls. On the daily, it broke out of this daily trendline, where it sent us towards the 200 Resistance, and it gave us a higher low. After it found support, it bounced back up with a strong leg, pushing past the higher high. Now it is consolidating right above the 200 EMA, waiting for the 8 and 20 EMA to catch up. The 8 EMA crossed the 200 EMA to the upside, which is a bullish sign of a golden cross. Another thing is on the daily there is still a gap above that we haven't fully filled. Only bad thing is that this trendline is acting as resistance right above this pennant, and bears are protecting it for now. Not Financial Advice

NOW

- May be ugly looking but theres some interesting takeaways here.

- She's been reluctant to give up the trend line.

- Broke down out of the C&H and has been selling since March

- This is one of my no brainer double ups by EOY. I think this stock is severely undervalued

- The market has this one wrong and i think we can catch some beautiful upside.

- As long as the 88 dollar level holds i like our chances on reversing course

- Low volume nodes between the 90-100 dollar area.

- 90 dollar zone holds, I believe we see 100 in short order.