---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40196006.md"
description: "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"
datetime: "2026-04-24T23:13:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40196006.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40196006.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40196006.md)
author: "[美股金虫哥](https://longbridge.com/en/profiles/14300122.md)"
---

# After reviewing the market trends of the past six …


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## Comments (2)

- **GCB的美股江湖 · 2026-04-25T04:47:05.000Z**: Software
  - **美股大心脏** (2026-04-25T10:23:56.000Z): Hahaha