Sergey
@sergeycyw.bsky.social
I talk about growth stock investing and fundamental analysis with a long-term mindset. I provide earnings reviews and key news updates. Not investment advice.
SergeyCYW.substack.com
SergeyCYW.substack.com
AI Companies Leading the Infrastructure Revolution 🧵
AI investment is accelerating at a historic pace, but a critical question remains unresolved: can physical capacity scale as fast as capital and demand?
Let's look at top 7 Ai companies #NBIS, #PLTR, #NVDA, #META, #TSM, #GOOGL, #TSLA 👇
AI investment is accelerating at a historic pace, but a critical question remains unresolved: can physical capacity scale as fast as capital and demand?
Let's look at top 7 Ai companies #NBIS, #PLTR, #NVDA, #META, #TSM, #GOOGL, #TSLA 👇
December 19, 2025 at 3:00 PM