|  These days, it seems everyone is worried about an inflationary bust. Many expect that over the next few months, inflation will reheat and push an already-fragile U.S. economy into recession.
But I think the opposite will happen. Instead, I’m calling for a disinflationary boom wherein stocks soar throughout the summer.
And it’s all thanks to AI.
You may be skeptical – and that’s fair enough. But follow me here.
Everyone is buying AI chips in bulk these days. We know as much from Nvidia’s (NVDA) recent quarterly earnings report. The company reported $22.6 billion in Data Center revenue last quarter, which is basically its AI chips business. In the same quarter a year ago, Nvidia reported just $4.3 billion in Data Center revenue.
In other words, Nvidia is basically selling 5X as many AI chips right now as it was just a year ago.
And that number should keep going up.
Nvidia’s Data Center revenues are expected to grow to $24.5 billion this quarter, $27 billion next quarter, $30 billion the quarter after that, then $32 billion, and so on and so forth to nearly $40 billion in quarterly revenue by late 2025.  The world’s largest companies are on an AI chip buying frenzy right now – and it isn’t expected to slow down anytime soon.
So, here’s the billion-dollar question: What are those companies going to do with all those AI chips?
| | | | | SPONSORED  Luke Lango, the man who picked Tesla before it sky-rocketed 1,000%+, has traveled all the way to the Tesla Gigafactory in Texas to reveal Elon’s hidden AI project.
It’s known as “AI 2.0”, and in Elon’s own words, it will be “a fundamental transformation for civilization as we know it.”
And even though “AI 2.0” is not yet known, or available to the general public, Luke Lango has found a “backdoor” method to claim a stake before it goes mainstream.
And with the way things are progressing, this wealth window could create a slew of millionaires among those who act before the announcement.
It’s not X.AI, ChatGPT, Grok or any other AI stock, for that matter. Click here now to discover how to claim a stake in Elon’s “AI 2.0” project | | | Disinflation Will Send AI Stocks Flying Microsoft (MSFT), Amazon (AMZN), Apple (AAPL), Meta (META), Alphabet (GOOGL). They’re all major buyers of Nvidia’s AI chips right now. And what will they do with all those chips in the next few years?
They’ll build AI applications, products, and services on top of them. In other words, today’s AI chip buying frenzy sets the stage for an AI application boom over the next few years.
And if you recall, what is AI supposed to be really good at? Why does every company want to invest in this tech?
To improve productivity.
AI applications have the potential to dramatically improve companies’ productivity and efficiency. With this tech, businesses can achieve far more output with far less input (because next-gen AI will be doing all the heavy lifting).
To that end, the coming AI application development frenzy should lead to widespread adoption of high-quality AI products and services. And collectively, they could significantly improve economic productivity.
That means that right now, we’re sitting on the cusp of a productivity boom…
Which means we’re also sitting on the cusp of a disinflation boom, too.
| | | SPONSORED  Elon Musk has cracked open a radical wealth building opportunity set to create a slew of new millionaires…
This narrow window will close when Elon holds his upcoming “AI Day.”
We’re now on the final stretch before Elon’s new project becomes mainstream to the public.
A Silicon Valley insider has revealed everything you need to know about this wealth window before it shuts. Click here now to discover how to profit before the huge public announcement | | |
The Final Word When productivity goes up, inflation goes down.
That’s because when companies can achieve more output with less input, the supply of those goods and services increases significantly. And when supply increases significantly – and demand for those goods and services remains relatively constant – their prices go down.
It’s simple supply/demand economics.
Therefore, I strongly believe that, instead of an inflationary bust, the U.S. economy is primed for a disinflationary boom over the next few months.
If I’m right, then the U.S. stock market will explode higher this summer.
And AI stocks should lead the way.
That’s exactly why I’m pounding the table on a select group of AI stocks right now. They’re the stocks that I think investors should be loading up on before the summer.
Uncover all the details about those potential winners.
Prepare for Profits Sincerely, |
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