imsainvestments @imsainvestments: "$SMCI $NVDA $AXON $MNDY $AI..."

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$SMCI (Super Micro Computer, Inc) $NVDA (NVIDIA Corporation) $AXON (Axon Enterprise Inc) $MNDY (Monday.com) $AI (C3.ai Inc.) WHERE TO NOW FOR AI INVESTING? The shift from AI infrastructure Builders, to AI Appliers presents an exciting new opportunity for investors looking to capitalise on the next phase of the AI boom. During the initial phase, companies like Nvidia (NVDA) and Super Micro (SMCI) led the charge by providing the necessary hardware, such as AI chips and servers, to support the broader development of AI systems. Their immense growth, with Nvidia soaring over 600% and Super Micro rallying around 800%, underscores just how critical the infrastructure phase was for AI development. Now, however, it seems that the spotlight is shifting to the AI Appliers—companies that are creatively using AI to solve real-world problems and add measurable value. This transition into the second phase of the AI Boom suggests that the opportunity is not just in building AI systems but in finding ways to apply them for practical, scalable, and profitable solutions such as in the biotech sector. It is important to spread investments across a range of AI Appliers in different industries to reduce exposure to any one sector’s risks, as I am attempting to do, by focusing on companies that show strong financial performance and scalability, such as revenue and profit growth driven by AI adoption. As the market remains volatile, keeping an eye on emerging trends in AI applications is crucial. New players or even established companies pivoting toward AI could present fresh opportunities. In summary, while AI Builders dominated the first phase of the AI Boom, the AI Appliers look set to lead the next wave by generating value through innovative AI-driven solutions. By identifying such companies early on one should be well-positioned to profit as this next chapter of the AI revolution unfolds. W22P1

5 Mentioned

SMCI

Super Micro Computer, Inc

NVDA

AXON

MNDY