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[@BhatiaShivendra](/creator/twitter/BhatiaShivendra)
"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](https://x.com/BhatiaShivendra/status/1978542696592548096) [@BhatiaShivendra](/creator/x/BhatiaShivendra) 2025-10-15T19:25Z XXX followers, XXX engagements


"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](https://x.com/BhatiaShivendra/status/1978542712233062566) [@BhatiaShivendra](/creator/x/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](https://x.com/BhatiaShivendra/status/1978542685121073592) [@BhatiaShivendra](/creator/x/BhatiaShivendra) 2025-10-15T19:25Z XXX followers, XX 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](https://x.com/BhatiaShivendra/status/1978542689286263228) [@BhatiaShivendra](/creator/x/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](https://x.com/BhatiaShivendra/status/1978542692893155834) [@BhatiaShivendra](/creator/x/BhatiaShivendra) 2025-10-15T19:25Z XXX followers, XX engagements


"What a peaceful weekend Investing ride stock #SBI #sbiin ATH and Peace comes together #investing #peacefulweekendinvesing"  
[X Link](https://x.com/BhatiaShivendra/status/1980189155612299424) [@BhatiaShivendra](/creator/x/BhatiaShivendra) 2025-10-20T08:27Z XXX followers, XX engagements