The AI land-grab just flipped—and most traders haven’t noticed.
Here’s the “pocket-AI” playbook and six U.S. tickers to watch
1. Memory is the new silicon.
High-bandwidth memory (HBM) is booked solid through 2025. Training budgets may wobble, but every GPU farm still needs HBM. Winner: Micron $MU.
2. Cheap electrons are gold.
U.S. data-center power demand could almost triple by 2028. Nuclear-heavy Constellation $CEG sells the juice—and keeps price leverage.
3. Real estate with megawatts.
When hyperscalers run out of land + power, they lease. Equinix $EQIX locks in long-term power deals and passes rising costs straight to tenants.
4. Heat is the hidden choke-point.
Liquid cooling revenue is Vertiv’s fastest-growing line. The market is only just waking up to Vertiv $VRT as an AI hardware pick-and-shovel.
5. AI is moving into your pocket.
Qualcomm’s next Snapdragon runs multimodal LLMs locally—no cloud bill, no latency. Edge wave = Qualcomm $QCOM upside.
6. The toll booth everyone pays.
Every on-device model burns Arm IP. Think of Arm $ARM as the stealth tax on the entire edge-AI boom.
Bottom line:
HBM scarcity, soaring power bills, and on-device inference are the next AI profit pools. I’m barbell-ing $MU, $CEG, $EQIX, $VRT, $QCOM, and $ARM while the street still chases GPUs.