There it is! @gavinsbaker is telling you the EVERYTHING bull market is coming from AI too This is the exact thesis I have been laying out for the last few months "Maybe everyone wins from AI. Anthropic wins, OpenAI wins, SpaceX wins, Meta wins. Google wins by selling a lot of TPUs. Open source wins, NeoClouds win, inference clouds win.Applications win too." Everyone is so focused on what is going to go wrong and they are missing the fact that AI is providing an ROI for everyone across the entire stack From infrastructure, to the model layer, to the application layer Of course, there is a bit of hyperbole here. There will be some losers in terms of specific companies within specific layers But the point of the EVERYTHING bull market is that every layer of the AI stack is currently winning and I don't see that slowing down anytime soon So long as the application layer continues to see improved ROI then the demand will continue all the way down This is why I continue to remain super bullish across the entire stack and hold a portfolio that is diversified across each layer If you want to see my entire real-time portfolio, you can track it alongside my research with live trade notifcaiton inside Milk Road PRO. There are 5 top-tier anlaysts all doing the same there. Learn more here: