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@BhatiaShivendra
"Supporting Layers (the silent enablers) 📊 Snowflake (SNOW) data backbone 🔐 Palo Alto Networks (PANW) AI security 🌐 Cisco Systems (CSCO) networking 💾 Arista Networks (ANET) data traffic"
X Link @BhatiaShivendra 2025-10-15T19:25Z XXX followers, XX engagements
"🔰 X. The anticipation I made ✅ X years ago I highlighted $ARU (Arafura Resources) and $LYC (Lynas Rare Earths) ✅ Discussed Mine-to-Magnet integration ✅ Warned that the worlds dependence on China would become a choke point Those videos aged very well"
X Link @BhatiaShivendra 2025-10-11T10:15Z XXX followers, XXX engagements
"🔰 X. Why this matters Without Rare Earth magnets theres no electric vehicle revolution no clean energy shift and no modern military tech. Theyre tiny metals with massive leverage"
X Link @BhatiaShivendra 2025-10-11T10:15Z XXX followers, XX engagements
"4 Cloud & Infrastructure Layer Renting Compute The middlemen of scale they lease compute storage and even models. Winners: ☁ Microsoft Azure (MSFT) ☁ Amazon AWS (AMZN) ☁ Google Cloud (GOOGL) ☁ Oracle Cloud (ORCL) ☁ CoreWeave (Private backed by Nvidia)"
X Link @BhatiaShivendra 2025-10-15T19:25Z XXX followers, XX engagements
"3 Silicon Layer Brains of AI Every model depends on compute GPU CPU or custom silicon. Winners: 🧠 Nvidia (NVDA) 🧠 AMD (AMD) 🧠 Intel (INTC) 🧠 ARM Holdings (ARM) 🧠 TSMC (TSM) 🧠 Samsung Electronics (005930.KS)"
X Link @BhatiaShivendra 2025-10-15T19:25Z XXX followers, XXX engagements
"1 Energy Layer Powering the Machines AI runs on electricity not magic. Data centres need up to XX more power than normal clouds. Winners: ⚡ Duke Energy (DUK) ⚡ NextEra Energy (NEE) ⚡ Enel SpA (ENEL.MI) ⚡ Brookfield Renewable (BEPC) ⚡ Siemens AG (SIEGY) ⚡ Schneider Electric (SBGSY)"
X Link @BhatiaShivendra 2025-10-15T19:25Z XXX followers, XX engagements
"2 Cooling Layer Managing the Heat AI servers run hot. Cooling tech is the unsung hero. Winners: 💧 Vertiv Holdings (VRT) 💧 Asia Vital Components 💧 Equinix (EQIX) 💧 Digital Realty (DLR)"
X Link @BhatiaShivendra 2025-10-15T19:25Z XXX followers, XX engagements
"5 Model & Platform Layer Brains as a Service Where algorithms live. Most here are private but some exposure exists. Winners: 🤖 Microsoft (MSFT) via OpenAI partnership 🤖 Meta Platforms (META) LLaMA models 🤖 Alphabet (GOOGL) Gemini DeepMind 🤖 Nvidia (NVDA) enterprise model stack"
X Link @BhatiaShivendra 2025-10-15T19:25Z XXX followers, XX engagements
"6 Application Layer AI in Real Life The visible part where business meets AI. Winners: 🏦 Palantir (PLTR) AI analytics & defence 💼 Salesforce (CRM) Einstein AI for CRM 🎨 Adobe (ADBE) Firefly creative AI 🛍 Shopify (SHOP) eCommerce automation 💡 ServiceNow (NOW) enterprise AI workflows"
X Link @BhatiaShivendra 2025-10-15T19:25Z XXX followers, XX engagements
"The Hidden AI Ecosystem: From Power Grids to Prompts ⚙ Everyones chasing AI stocks. But few realise AIs value chain starts long before ChatGPT and profits are hidden in the plumbing. Heres the full AI Value Chain (with tickers) simplified for investors"
X Link @BhatiaShivendra 2025-10-15T19:25Z XXX followers, XX engagements