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Everyone and their dog knows about the AI chip boom by now…
Nvidia (NVDA), Advanced Micro Devices (AMD), the usual suspects — they’re printing money faster than the Fed did in 2020. But here’s what most traders are missing: The real AI story isn’t just about who makes the chips. It’s about building an entire ecosystem that makes those chips useful, and hyperscaler AI CapEx could surpass a trillion dollars by the end of next year.
That’s not pocket change. That’s building a Death Star — but making cloud-based money with it.
Think about what AI data centers need to function: CPUs, memory, GPUs, storage, networking, electricity, cooling, backup power — and probably a sacrificial offering to the permitting gods and the local zoning board.
Every one of those requirements represents a tradable opportunity most people overlook while they chase the obvious plays.
The Direct Winners Are Just the Starting Point
Sure, the direct winners are obvious: Nvidia, AMD, Intel (INTC), Micron (MU), Broadcom (AVGO), ARM Holdings (ARM), Qualcomm (QCOM). You can also play the broader basket with VanEck Semiconductor ETF (SMH) and iShares Semiconductor ETF (SOXX).
But there’s a catch — semiconductors have ballooned from about 6% of the S&P 500 (SPY) to nearly 17%. That’s not diversification. That’s concentration. When too much market weight sits on one sector, any stumble becomes everyone’s problem.
And some of the recent moves in chip names aren’t about fundamentals at all. When options flows force market makers to buy stock at any price, you get classic gamma squeezes — vertical moves where momentum does all the work.
They look great on the way up… until they suddenly don’t.
So it helps to separate durable beneficiaries from what I call momentum fireworks. Durable names have a real claim on the AI CapEx cycle. Fireworks are the ones moving so violently their charts look less like businesses and more like medical emergencies.
Only one of those groups belongs in a long-term portfolio.
The more interesting, less crowded play is the indirect winners — the companies feeding the AI factory. Vertiv (VRT), Eaton (ETN), Quanta Services (PWR), GE Vernova (GEV), Caterpillar (CAT) plus a whole universe of power grid, cooling and infrastructure names.
And here’s a twist most people miss: Volatility itself has winners. Exchanges and platforms like Cboe Global Markets (CBOE), CME Group (CME) and Interactive Brokers (IBKR) benefit when trading activity spikes during AI-fueled market swings.
Follow the Money Not Just the Hype
The hyperscalers driving this arms race are Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL) and Meta Platforms (META). They’re writing checks with a lot of zeros. But spending a fortune on chips is not the same thing as earning a fortune from running those chips. Some of these companies are customers of this boom — and potential margin victims if competition forces them to overspend.
If the whole thing feels familiar, it’s because we’ve seen this movie before. Exponential charts, euphoric flows, everyone convinced the curve can only go straight up. The dot-com mania followed that script too, and the similarities shouldn’t be ignored.
The real winners in this buildout might not be the companies spending the money — they’re the ones collecting it. The infrastructure providers. The picks and shovels of the AI gold rush.
That trillion dollars is going to flow through a lot of different pockets. The question is whether you’re positioned to catch it.
Jeffry Turnmire
Jeffry Turnmire Trading
I host my Morning Monster livestream at 9:15 a.m. ET each weekday on YouTube, and then 30 Minutes of Awesome at 5 p.m. ET each Tuesday!
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Important Note: No one from the ProsperityPub team or Jeffry Turnmire Trading will ever message you directly on Telegram.
I’m just a regular dude in Knoxville, Tennessee: a husband, father, civil engineer, urban farmer, maker and trader.
I’ve been at this trading thing with real money for 20-plus years, and started paper trading over 35 years ago. I have a knack for making some epic predictions that just may very well come true. Why share them? Because I like helping other people — it’s the Eagle Scout in me.
*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
P.S. CashBot Is Prepping the Next 3 1DTE Trade Setups!
I want to hand you the top-to-bottom rundown…
Of how CashBot was able to fire off high-frequency income trades like this…Â
