Every article I read nowdays state that AI infrastructure demand is very strong and is going to continue until 2030. There are also articles around Physical AI, still in fancy stage, and that will enter mainstream somewhere in 2028-2029 ad peak until 2035.
I feel stocks like NVDA, MU, SNDK, NBIS all have had a good run but witht the demand commentry being fed all these should go way higher from here.
At this pace all these AI infra players in 5 years should be 25-30 trn Market cap. Where is soo much capital gonna come from. Certain areas of the economy hav eto perform really bad for this work.
I am confuse where to play for next 5 years.