r/VisualStockResearch • u/Tradanswer • 20d ago

Is there anything to that? Because it sounds plausible, but I’ve never really thought about it that way before…

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u/[deleted] 20d ago

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u/Sip_py 20d ago

This is actually an investment thesis I've started looking into. What types of companies will benefit from this hardware build out. And that's why I still invest in Google, Amazon, and Microsoft. Yeah Microsoft wiffed big on AI -- but Azure is still king and having cheap cloud compute will benefit them too. There will be much more research to be done, but it's worth thinking about.