$INFRA - Massive demand for compute infrastructure as AI agents require maximizing token throughput, with compute becoming more valuable than traditional wealth.
$AIMODELS - AI coding agents have reached an inflection point in December with dramatic capability improvements, fundamentally changing software development workflows.
$HC - Healthcare sector expected to see significant growth as AI automation in digital spaces will lag behind physical world applications.
Bearish:
$RETAIL - Traditional software applications and consumer apps face disruption as AI agents eliminate the need for multiple specialized apps, replacing them with unified natural language interfaces.