- Entry
- $480.00
- Now
- $483.69 +0.8%
- Target
- —
- Score
- —
It seems a safer bet with AI is not to bet on AI-centric companies like AMZN, GOOG, META, ORCL, etc but on the materials for AI hyper scaling centers. Materials companies like Memory (sanddisk) Disk (eg. western digital) Chips (eg. Smc) Power Those materials are always in demand but surging in very high demand due to data center roll outs. What other AI materials companies are you holding and care to share your gains?
— ORIGINAL POST ·
AI materials vs. AI companies
· r/stocks
· May 9, 2026