Tobias Engstroem Carlsen @EpicQuality: "🤴 𝙄 𝙩𝙝𝙞𝙣𝙠 𝙩𝙝𝙞𝙨 𝙫𝙞𝙚𝙬..."

Sweden

🤴 𝙄 𝙩𝙝𝙞𝙣𝙠 𝙩𝙝𝙞𝙨 𝙫𝙞𝙚𝙬 𝙞𝙨 𝙗𝙚𝙘𝙤𝙢𝙞𝙣𝙜 𝙤𝙪𝙩𝙙𝙖𝙩𝙚𝙙. Many investors still view Microsoft, Amazon and Google as software companies selling subscriptions. The next phase is what I call the 𝐀𝐈 𝐑𝐚𝐢𝐥𝐫𝐨𝐚𝐝. In the 1800s, railroads became the infrastructure that businesses depended on. Once the tracks were laid, every additional customer, shipment and service created recurring revenue with attractive economics. Today, Microsoft, Amazon and Google are building the digital equivalent. They are spending hundreds of billions on data centers, AI chips, networking, power infrastructure and software platforms. Once these "tracks" are in place, businesses will increasingly build their operations on top of them: 🚂 AI agents 🚂 AI copilots 🚂 AI-powered customer service 🚂 AI software development 🚂 AI analytics and automation Just as companies once paid railroads to move goods, future businesses may pay cloud providers every month to move intelligence. This is why I believe these companies are evolving from traditional SaaS models into something potentially even more powerful... Infrastructure platforms with massive recurring revenue streams, high switching costs and strong returns on incremental capital. 𝐀𝐧𝐝 𝐭𝐡𝐞𝐧 𝐭𝐡𝐞𝐫𝐞 𝐢𝐬 $ASML (ASML Holding NV). Every railroad needed suppliers that sold the picks, shovels and maintenance equipment. ASML is positioned to benefit from the continued expansion of AI infrastructure through its installed base of advanced lithography systems. 𝘖𝘷𝘦𝘳 𝘵𝘪𝘮𝘦, 𝘴𝘦𝘳𝘷𝘪𝘤𝘦, 𝘮𝘢𝘪𝘯𝘵𝘦𝘯𝘢𝘯𝘤𝘦, 𝘶𝘱𝘨𝘳𝘢𝘥𝘦𝘴 𝘢𝘯𝘥 𝘴𝘶𝘱𝘱𝘰𝘳𝘵 𝘤𝘰𝘶𝘭𝘥 𝘣𝘦𝘤𝘰𝘮𝘦 𝘢𝘯 𝘪𝘯𝘤𝘳𝘦𝘢𝘴𝘪𝘯𝘨𝘭𝘺 𝘷𝘢𝘭𝘶𝘢𝘣𝘭𝘦 𝘢𝘯𝘥 𝘳𝘦𝘤𝘶𝘳𝘳𝘪𝘯𝘨 𝘤𝘰𝘮𝘱𝘰𝘯𝘦𝘯𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘣𝘶𝘴𝘪𝘯𝘦𝘴𝘴. The AI race isn't about building smarter models. It's about building the infrastructure that the world's future businesses will depend on. The companies that own the tracks may end up being some of the biggest winners. 🚂 $QQQ (Invesco QQQ) $MSFT (Microsoft) $GOOG (Alphabet) $GOOGL (Alphabet Inc Class A) $AMZN (Amazon.com Inc)

Not investment advice. The author may have financial interests in the mentioned instruments.