$NVDA - AI infrastructure demand is insatiable and rational given productivity gains from AI agents replacing human workers, with NVIDIA maintaining dominance through hardware-software integration.
$ANTHROPIC - Anthropic's Claude is gaining massive enterprise traction with exponential growth, particularly strong in coding, and may have sustainable advantages through tight model-harness integration.
$ORCL - Oracle is taking on massive debt to build AI infrastructure with incredible earnings and revenue purchase obligations growth.
$INFRA - AI infrastructure spending is justified as demand will exponentially increase with agentic workflows and reasoning models requiring vastly more compute.
Bearish:
$INTC - Intel missed the AI infrastructure boom again, shutting down production lines just as CPU demand exploded for agentic workflows.