---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000770109.md"
description: "AI demand looks structural, not a fad. With chips now 19.7% of the S&P and the best quarter since 2020, I’m riding the AI trade into Q3. Capex from hyperscalers should keep this rally going despite the noise."
datetime: "2026-07-01T04:46:00.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000770109.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000770109.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000770109.md)
author: "[EdmundK](https://longbridge.com/en/profiles/15902759.md)"
generator: "portal-rs"
---

# AI demand looks structural, not a fad. With chips …


### Related Stocks

- [AI.US](https://longbridge.com/en/quote/AI.US.md)
- [.SPX.US](https://longbridge.com/en/quote/.SPX.US.md)

## Comments (1)

- **yo~yo~ · 2026-07-01T07:14:50.000Z**: hyperscaler capex is what keeps me long here too. bit wary that chips are 20% of the index now though, crowded trades can unwind fast.


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