Are These AI Stocks Ready for a Comeback?

I’ve long seen the AI Revolution playing out in two waves.

First, the buildout phase – or the AI Builder boom – wherein AI-focused companies spend billions upon billions of dollars to create new data centers, buy AI chips, build new fabs, and more.

Second, you have the application phase – or the AI Applier boom– wherein companies spend billions upon billions of dollars to actually develop and deploy new AI applications on top of all this infrastructure. The AI Applier stocks – the companies making and using those new AI applications – will be the big winners.

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