---
title: "AI Investment List: Don't overthink it, follow the money.The most certain thing for 2026: Tech giant"
description: "AI Investment List: Don't overthink it, follow the money.The most certain thing for 2026: Tech giants are set to invest $650 billion in building AI infrastructure. This is the largest infrastructure p"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/38746108.md"
published_at: "2026-02-15T23:41:24.000Z"
author: "[潜力股票分享](https://longbridge.com/en/profiles/17025349)"
---

# AI Investment List: Don't overthink it, follow the money.The most certain thing for 2026: Tech giant

AI Investment List: Don't overthink it, follow the money.

The most certain thing for 2026: Tech giants are set to invest $650 billion in building AI infrastructure. This is the largest infrastructure project in human history, not a bubble, but real money.

Four-Tier Strategy

Tier 1: Hardware & Chips (Most Certain)

Core Four: NVDA, TSM, AVGO, AMD

Niche Opportunities: MRVL, ALAB (Astera Labs)

Energy Support: VST, GEV (Nuclear power is a necessity)

Cooling Infrastructure: VRT

Tier 2: Cloud Service Trio

AMZN, MSFT, GOOG. Amazon alone plans to invest $200 billion, and these three account for the bulk of capex.

Tier 3: Application Layer SaaS

Enterprise: PLTR, CRM, NOW

Developer Tools: DDOG, SNOW

E-commerce & Social: SHOP, RDDT, PINS

Tier 4: Crypto Proxy

MSTR: Bitcoin leverage tool, higher elasticity in a bull market

Circle: Focus only on this for 2026, may replicate Coinbase's last cycle performance

Defensive Allocation

Gold (GLD/PHYS): Hedge against fiat currency depreciation

Healthcare (XLV): Safe haven during volatility

Small Caps (IWM): Beneficiary of the interest rate cut channel

Core Logic

AI is the main theme for the next 10-20 years, no doubt about it. The key for 2026 is the second-order effect of AI Agents: explosive growth in Token usage and new hardware demand.

But be sober-minded: The S&P 500 is already at the 93rd historical percentile, and from a risk-reward perspective, it's not suitable for blindly chasing highs.

Investment Discipline: Passive investing (index funds) makes up the majority, active investing seeks alpha. Making money doesn't have to be so tiring. Build strong positions, fight a steady battle, sacrifice speed for certainty.

### Related Stocks

- [NOW.US - ServiceNow](https://longbridge.com/en/quote/NOW.US.md)
- [AVGO.US - Broadcom](https://longbridge.com/en/quote/AVGO.US.md)
- [PLTR.US - Palantir Tech](https://longbridge.com/en/quote/PLTR.US.md)
- [MRVL.US - Marvell Tech](https://longbridge.com/en/quote/MRVL.US.md)
- [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md)
- [GEV.US - GE Vernova LLC](https://longbridge.com/en/quote/GEV.US.md)
- [SHOP.US - Shopify ](https://longbridge.com/en/quote/SHOP.US.md)
- [XLV.US - Health Care Select Sector SPDR](https://longbridge.com/en/quote/XLV.US.md)
- [VST.US - Vistra](https://longbridge.com/en/quote/VST.US.md)
- [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.