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![neilksethi Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2252413050.png) Neil Sethi [@neilksethi](/creator/twitter/neilksethi) on x 12.4K followers
Created: 2025-07-23 17:40:00 UTC

BoA: We’ve heard upbeat commentary on AI monetization potential, but over the long-term, the degree of AI monetization remains in question, and companies in reinvestment cycles have historically underperformed. In our view, AI capex is a bigger tailwind for the  market than idiosyncratic AI monetization. Semis are the most obvious beneficiaries but capex growth is expected to slow going forward.

AI and the physical buildout of data centers should also lead to more demand for electrification, construction, utilities, commodities, etc., ultimately creating more jobs

![](https://pbs.twimg.com/media/GwjjSsmWYAEDzU5.png)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948075639040516560/c:line.svg)

**Related Topics**
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[coins ai](/topic/coins-ai)

[Post Link](https://x.com/neilksethi/status/1948075639040516560)