Rate Of ReturnI think we are still in the first stage, building computing infrastructure, and may enter the second stage in the second half of 2026.
At various stages of the AI growth cycle, some of the best-positioned companies include:
• Stage 1: $NVIDIA(NVDA.US), $ASML(ASML.US), $AMD(AMD.US), $TSMC, $Nebius(NBIS.US)
• Stage 2: $Microsoft(MSFT.US), $Meta Platforms(META.US), $Alphabet(GOOGL.US), $Amazon(AMZN.US)
• Stage 3: $Palantir Tech(PLTR.US), $ServiceNow(NOW.US), $Tempus AI(TEM.US), $Rubrik(RBRK.US), $CloudFlare(NET.US)
• Stage 4: $Spotify(SPOT.US), $Shopify (SHOP.US), $Netflix(NFLX.US), $Tesla(TSLA.US), $Duolingo(DUOL.US)
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