- Entry
- $15.71
- Now
- $12.52 -20.3%
- Target
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"The entire market is focused on llms and chips, agents and workflows. I've spent my time focusing on the things that have to happen for those things to become reality. The stuff that software cant replicate or exist without. The foundational plays. Four companies I have been tracking for a while now, are all interconnected from the 30000 ft view. They all should play a major role in the infrastructure build out, which is sure to take at least the …
— ORIGINAL POST ·
AI infrastructure is the wall. Software is just the melon getting smashed against it.
· r/stocks
· Mar 6, 2026