Riding the wave of artificial intelligence (ai), nvidia's market capitalization temporarily became the world's largest. According to Coatue's artificial intelligence (ai) evolution framework, AI has four main stages:AI infrastructure (Phase 1)、Edge AI (Phase 2)、AI applications (Phase 3)、フィジカルAI（フェーズ4+）Indeed.
AI相場の「4段階」とは？
ゴールドマン・サックスはリポートでAI相場を4段階に分類している。
●Phase 1: Represented by nvidia, the most clear beneficiary of AI is benefiting in this stage.
●Phase 2: AI infrastructureA stage where companies focusing on AI infrastructure can profit.semiconductors, idc service providers, datacenters, hardware, software, security, etcFocus on companies other than Nvidia that are involved in AI infrastructure.
●Phase 3:Potential for monetizing AIFocusing on the company.Software and IT (Information Technology) incorporating AI functions into their own productsSet.
●Phase 4:With the spread of AI and improvement in productivity, the largest revenue can be expected.Targeted at corporations. Utilizing AI technology to enhance production...

This article uses automatic translation in part.
Driven by the development and outlook of artificial intelligence, the bullish market for US high-tech stocks is expected to continue this year. Wedbush analyst Dan Ives expects major high-tech companies such as Apple, Tesla, Microsoft, under the upcoming Trump administration's anticipated regulatory easing and AI initiative strengthening, to maintain an upward trend in 2025 and is predicting a 25% increase.
Wedbush expects strong performance in high-tech stocks in 2025 due to the AI revolution, with AI infrastructure investment exceeding $2 trillion over the next 3 years. The firm has listed 10 potential major beneficiaries of the AI revolution, led by $NVIDIA (NVDA.US)$.
There is an expectation of continued fund inflows into AI Chip-related stocks.
Bank of America's analyst, Vivek Arya, stated that in 2025, the U.S. chip stocks are likely to see continued fund inflows, with a high possibility of bullish market resuming.The revenue of the AI Chip industry is expected to grow by 15% in 2025, reaching 725 billion dollars.The bank predicts that AI Chip-related stocks will maintain a strong momentum in the first half of this year, driven by the development and prospects of artificial intelligence, the bullish market for U.S. high-tech stocks is expected to continue this year.

$IonQ Inc (IONQ.US)$ Honestly, it's likely beyond the scope of both experts' insights and intuition to predict which base method, which company will reduce errors, achieve stable long runs, quickly achieve practical commercial use, and become mainstream. In such a situation, to grab stocks that will significantly increase in value from now on, it seems necessary to grab multiple promising methods from the Ion trap-based IONQ, superconducting-based RGTI, and semiconductor-connected ALAB, and then narrow down in the foreseeable future. If not, some companies are already in debt and unable to afford research and development costs, even before they establish themselves, their survival is questionable. Companies that are in debt before may also be on the verge of falling into debt in the next 2-3 years, so if there are no results within the next 2 years, there might also be forced exits. Research and development costs account for a large part of the cost, but on a quarterly basis, IONQ = 33.17 million, RGTI = 12.75 million, ALAB = 50.65 million, already significantly higher than rival companies with a tendency to be over-indebted, so I believe we should aim close to that goal and bet on it. I am just a novice, after all.Now exceeds the range of promising...

$D-Wave Quantum (QBTS.US)$
The grip strength test is too challenging.

$Rigetti Computing (RGTI.US)$ People who think they will go to 20~!

Isn't it about time?
$UnitedHealth (UNH.US)$

$D-Wave Quantum (QBTS.US)$
Is it still possible to enter now?
↓↓↓ Please tell me more details!