AI implementation is accelerating across the board, from military to advertising. Which stocks are worth tracking continuously?

The trend in the AI sector has clearly shifted recently, from 'technical explanations' to 'practical implementation'. Previously, the focus was on who had the most advanced models or the strongest computing power. Now, the emphasis is on who can integrate AI into real-world scenarios and achieve a closed business model. For investors, this is a critical turning point.

My view is: The real dividends of AI may not come from companies with the most advanced models or the strongest chips, but from those that can effectively utilize AI to generate revenue. This is the direction we should focus on in the next phase of stock selection.

First, let's talk about the defense sector. $OpenAI(OpenAI.NA) recently secured a $200 million contract with the U.S. Department of Defense, and $Oracle(ORCL.US) has launched military AI solutions, including encrypted cloud and intelligence analysis. These developments indicate that AI has moved from the lab to the real battlefield.

When it comes to military AI, $Palantir Tech(PLTR.US) is a must-mention. Despite increasing competition, I don’t believe its moat has been weakened. Platform companies like Oracle are more likely to become its partners in pushing AI toward practical applications. Palantir currently has clear orders and policy support, making it a company worth holding for the medium term. While short-term volatility exists, any pullback presents a buying opportunity.

Next, let’s discuss the application layer, where the real 'action' is happening.

$Reddit(RDDT.US) recently launched an AI-powered ad placement tool that analyzes user behavior to help advertisers target more accurately. This is a crucial step in its commercialization transformation, and the market responded positively, with its stock rising 6% on the day of the announcement.

$Meta Platforms(META.US) is also moving quickly. Shortly after opening ad slots on WhatsApp, it introduced an AI video ad tool that generates ad videos from a few uploaded images. Such low-barrier AI products are particularly suitable for small and medium-sized businesses, offering vast potential markets.

I’m particularly interested in the 'AI + advertising' trend for a simple reason: ad budgets are limited, and whoever implements AI first and delivers better results will attract more budget. This could be a new growth engine for social platforms.

As for the perennial question of whether $NVIDIA(NVDA.US) is still a buy, my view remains unchanged: It’s still the leader in AI, but after a significant rally, I wouldn’t recommend chasing it. Even if some funds have liquidated their NVIDIA positions, overall capital flows remain positive. For a company of this caliber, my strategy is to wait for a dip: Buy on big drops to profit from rebounds.

Overall, AI has entered its second phase, shifting from a focus on technology to implementation and monetization. Our stock selection criteria must evolve accordingly—not just looking at who has the best technology, but also who can truly turn it into products, services, and revenue.

Finally, some quick investment advice:

• Short-term opportunities: Companies like Reddit and Meta, which have already launched AI tools, are worth watching for news-driven trades;
• Medium-term allocation: Defense AI companies like Palantir and Oracle, with long-term order support, can be accumulated on dips;
• Leader strategy: NVIDIA remains an emotional anchor—avoid chasing highs and wait for pullbacks.

In summary: AI isn’t past its peak; it’s entering the practical phase. The companies that can truly utilize AI and generate revenue will go the farthest. The same goes for investing—focus on implementation and monetization, not just technology.