2025-12-31 03:28:07

An interesting investment perspective is circulating: by 2026, the AI story will no longer be about competing in chips or computing power, but about companies that can truly turn AI into money grabbing opportunities.

Let's look at some of the focused directions. On the Microsoft side, Azure cloud services combined with enterprise CIOs' AI deployment needs may usher in a growth inflection point. Many large enterprises are still stuck at the "AI concept" stage, with few actually making paid purchases, which could be the next breakthrough.

Palantir continues to receive orders from both government and enterprise sectors, with its scale steadily increasing. Some analysts believe it has the chance to reach higher valuation tiers. In cybersecurity, CrowdStrike, as a beneficiary of the AI era, may see enterprise security budgets tilt toward companies like it.

In autonomous driving and robotics, Tesla has been emphasizing this area, and the market's imagination for this space remains quite large. Apple, holding hundreds of millions of active devices, could activate AI features on existing hardware and monetize them. Theoretically, this could increase its individual stock valuation by $75 to $100.

Ultimately, the question investors care about has changed: it's no longer "who is working on AI," but "who can truly increase revenue with AI." This shift in focus itself is worth pondering.

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ZenZKPlayer

· 3h ago

I've been saying it for a while, the era of selling chips for shovels is over. Now it's about who can really make money from AI. --- That $75 to $100 space for Apple... just listen, don't take it seriously, haha. --- Palantir, which relies on government contracts, is indeed stable, but the growth potential is limited. --- Still think Microsoft's Azure is the most reliable line; enterprise payments have to start eventually. --- Wait, how long has it been since the CrowdStrike thing? Does anyone still believe in it? --- Tesla's robot is back to storytelling; this routine is getting old. --- The core point is—shifting from the conceptual stage to real cash. That’s the watershed. --- The investment logic has indeed changed, but the difficulty of execution hasn't decreased. --- Among several directions, I still favor... never mind, I can't seem to choose anyway. --- $75 to $100? Apple is already valued that high, and it can still rise so much? I remain skeptical. --- Basically, it's waiting for enterprises to start spending money. Right now, everyone is still in the PPT stage.

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BackrowObserver

· 3h ago

Really, those still speculating on chips are already out; the real money is in commercial implementation. To put it simply, it's about shifting from "whether it exists" to "whether it can make money," and this transition is the key. I think Microsoft Azure is promising; enterprise CIOs are still in the exploratory stage, and paid users will definitely surge next. Palantir's dual-channel model is indeed strong, with a steady stream of orders showing confidence. Apple's hundreds of millions of devices are truly a goldmine, but the key is whether AI can be truly monetized; otherwise, it's just a story.

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MidnightTrader

· 3h ago

Exactly right, once the chips are sold out, there's no more story. Now is the real time to see who can realize gains.

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StakeOrRegret

· 3h ago

Companies stuck in the conceptual stage really need to wake up; paying is the hard truth.

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CryptoComedian

· 3h ago

Laughing until tears, from "competing in chips" to "monetizing," this transition is truly remarkable. Big companies are still in the "AI concept" stage, while we've already cut our losses haha

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