The next AI stock cycle will likely be led by companies that own critical AI infrastructure and monetize real deployment, rather than only those building flashy models. Semiconductor leaders such as NVIDIA and advanced chip manufacturers like Taiwan Semiconductor Manufacturing Company should remain central because AI demand still depends heavily on compute power, while cloud platforms including Microsoft, Amazon, and Alphabet are positioned to capture recurring revenue from enterprise AI adoption. The next phase may also shift toward AI application winners—companies integrating AI into productivity, cybersecurity, robotics, and automation—rather than pure model creators, meaning software firms with strong distribution and real customer workflows could outperform hype-driven names as the ma

🚀 AI CNY Arms Race: The Moat Is Getting Deeper, Not Thinner Lunar New Year used to be blockbuster season for movies. Now it’s blockbuster season for AI models. In China, DeepSeek, ByteDance (Doubao), Alibaba, and Knowledge Atlas accelerated releases, with Seedance 2.0 pitched as a breakout contender. Overseas, the cadence is just as relentless: • OpenAI — GPT-5.3 • Anthropic — Claude Sonnet 4.7 • xAI — Grok 5 • Google — Gemini 3.5 • Meta — Avocado Capital intensity is rising. Iteration cycles are compressing. Benchmarks are leapfrogged within months. It feels chaotic. But here’s the deeper question: Does faster iteration weaken moats — or actually make them stronger? ⸻ 🔒 My Take: Speed Reinforces Incumbents 1️⃣ Compute Is Becoming the Toll Booth Frontier AI is no longer just about talent —

$KNOWLEDGE ATLAS(02513)$ good stock to hold

AI will be the leader

$Alphabet(GOOG)$  [Cool]  

Seguramente este año nuevo, año del caballo, biren saltará a galopar convirtiéndose en ganador del sector gpgpu

🧧🧧🧧Gong Xi Fa Cai to my incredible Tiger Community!🥰🥰🥰🌈🌈🌈💰💰💰. This Lunar New Year hasn't just brought Hong Pau or red packets.  It has brought in a full scale AI Arms Race.  The quiet hum of innovation has turned into a thunderous gallop.  We are officially in the Year of the Fire Horse, a creature of high octane energy and blistering speed. The Global Battlefield: East vs West  The "Digital Stables" are overflowing.  In China , DeepSeek, ByteDance, Alibaba and Knowledge Atlas are accelerating launches with Seedance 2.0 touted as the breakout stallion. In the US, GPT-5.3, Claude Sonnet 4.7, Grok 5, Gemini 3.5 and Meta's Avocado signal a cycle of rapid iteration where the narrative leadership shifts faster than a horse's stride. The Million Dollar Question In a worl

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The market is currently navigating a "SaaS Reckoning" as of February 2026. The 22% YTD drop in the IGV ETF is not just a temporary sell-off; it signals a fundamental shift in how investors value the AI stack. We are moving away from "AI-at-any-price" toward a "Physical Bottleneck" phase. $iShares Expanded Tech-Software Sector ETF(IGV)$ Will the rotation toward proven revenue continue? Yes, but with a specific focus on "Tangibles." The rotation isn't just moving to "value" stocks; it’s moving toward companies that control the physical constraints of AI—specifically Power, Compute, and Infrastructure. The Cannibalization Fear: High-valuation software (SaaS) is under pressure because "Agentic AI" (AI that performs tasks autonomously) is starting to ca

The AI landscape is indeed undergoing a significant transformation, with numerous players, both in China and overseas, accelerating their product launches and advancements. This "AI arms race" is characterized by rising capital intensity, shorter iteration cycles, and rapidly shifting narrative leadership. Which AI Model or Ecosystem Has the Strongest Moat? DeepSeek: As a newcomer, DeepSeek's moat is still being established. However, its association with ByteDance, a company known for its successful AI-driven products (e.g., TikTok), could provide a significant advantage in terms of resources and expertise. Doubao (ByteDance): Doubao, being part of ByteDance, leverages the company's vast user base and AI capabilities. Its moat is strengthened by the network effects and the abilit

All these days maft was riding on somebody,  The recent announcement of maft thT they want to run on their own, It iseema this maft AI baby has grown up and confident that maft want to on his own This resembles the behavior of 10- 15month old baby ...when they try their few steps walking and they are so confident that they can wLk on their own..... So I m confident MSFt going to be the silent winner of AI race

This is the latest trend and let's try to be tech savy! 

Apparently, Nvidia has the strongest moat in AI infrastructure; GPUs and CUDA.

Sin dudar, la columna. Vertebrar de todo este ecosistema de AI, será Shanghái biren tecnology.