🚨These Agentic AI Stocks Will Print Millionaires (You are investing in AI wrong)
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Tom Nash20 Jul 2026, 10:38 UTC
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The video discusses the AI supercycle and identifies key companies across different layers of the AI stack that are poised for significant growth. Layer 1 (Compute) highlights NVDA as the engine of the entire stack with strong revenue and income growth, AVGO for its custom AI chips and networking, AMD as a second GPU source with impressive growth in net income and FCF, ARM for its royalty-based business model and dominant position in chip architecture, ASML for its monopoly in EUV lithography machines essential for advanced chip production, and MU for its high-bandwidth memory crucial for AI accelerators. Layer 2 (Cloud + Power/Cooling) emphasizes AMZN's AWS as the toll booth of AI, MSFT's Azure providing computing power and its Copilot integration, GOOG for its own silicon and cloud dominance, Vertiv (VRT) for power and cooling solutions critical for data centers, and CEG for reliable nuclear power generation to meet the 24/7 demand of AI agents. Layer 3 (Orchestration) points to PLTR as the operating software of Agentic AI with exceptional fundamentals and CRWD as a top cybersecurity operator securing the agentic workforce. The overarching thesis is that agentic AI will drive massive demand across all these layers, leading to substantial growth for companies with strong fundamentals and infrastructure moats. The analysis also touches on the importance of understanding the AI stack and investing in infrastructure over applications, moats over hype, and orchestration over shiny wrappers, advocating for a disciplined investment approach with an emergency fund and dollar-cost averaging.
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Tom Nash
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