In the AI Era, 👇 are the US AI companies we are optimistic about:
Recently, NVIDIA's CEO Jensen Huang mentioned that we are still in the early stages of artificial intelligence. We are currently in the large-scale enterprise deployment phase, which is the second stage, as shown in the diagram below.
• First Stage (Core Infrastructure): $NVDA, $ASML, $AMD, $TSM, $AVGO, $NBIS
• Second Stage (Large-Scale Enterprises): $MSFT, $META, $GOOGL, $AMZN
• Third Stage (Platform Type): $PLTR, $NOW, $TEM, $CRWD, $NET
• Fourth Stage (Application Integration): $SPOT, $SHOP, $NFLX, $TSLA, $LMND, $FIG
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