Most Ai stocks will collapse and companies will go bankrupt: CRWV, IREN, NBIS,
AI Technology will flourish and be universally adopted spurred by efficiency gains in company operations, overaall systems overhaul (these can be done without AI, but AI spending helps actually getting them built).
Companies that will most likely not collapse. Some can grow:
1. Current moats, ads, ability to use AI: GOOGL, META.
2. Hardware: NVDA, AAPL, MU, GOOGL.
3. Power: Not sure why these are not ripping. This is the true value in our society. But so is Food, and most farmers are not doing well.