The world will need insane amounts of compute, memory, power and networking infrastructure until 2030. It has been less than two months since the drawdown in AI stocks happened and many are already questioning and panicking, asking themselves whether the trade is still alive. The answer is: YES! It is. - Capex won’t stop which means more demand for infrastructure and energy. - ROI is showing up for Hyperscalers and AI labs. - Businesses are becoming increasingly efficient and dependent on AI now. Think ahead. Bigger than all the daily headlines that can slowly crowd your mind with too much information and make you confused on something that is so obvious. Here are FIVE names that are incredibly important going ahead for the buildout: 1. $NBIS - #1# AI cloud & hyperscaler with a strong software ecosystem 2. $MU - US-based memory giant across the stack 3. $MRVL - The next Broadcom in ASICs, memory & photonics 4. $BE - BTM solution for all Hyperscalers 5. $INTC - The TSMC solution for the US