After reviewing the market trends of the past six months, I think that in the next 2 years, the US stock market's AI infrastructure sector is going to be hotly rotated and heavily speculated on!

The AI demand explosion isn't a shortage in one single link, but a comprehensive supply bottleneck. US infrastructure is being completely restructured around this logic!

From last year until now, hot spots have been popping up one by one:

First, data center shortages (late 2024 - mid 2025): $Digital Realty Trust(DLR.US) $Equinix(EQIX.US) $Vertiv(VRT.US) skyrocketed.

Then, insufficient power (all of 2025 - early 2026): $Vistra(VST.US) $Nextera Energy(NEE.US) took off directly.

Next, storage explosion (mid - late 2025): $Micron Tech(MU.US) $Western Digital(WDC.US) $Seagate Tech(STX.US) surged over 200%+.

Optical interconnect (late 2025 - mid 2026): $Lumentum(LITE.US) $Coherent Corp.(COHR.US) soared over 1000%.

Now it's CPU's turn (2026 to present): $AMD(AMD.US) $Intel(INTC.US) are staging a strong comeback.

The market initially thought it was a GPU or a single issue, but actually, the entire supply chain is choked! This isn't short-term hype, it's a 2-year+ super cycle. Catch the rotation rhythm, the opportunities are still ahead.

What do you think the next bottleneck will be? Welcome to discuss!

#AIInfrastructure #USStocks