Thinking about my long-term portfolio and trying to figure out the best AI play for the next 5 years. NVDA is the obvious answer but it's already up over 1000% and trading at 60x earnings
On the other hand, there are infrastructure plays (power, cooling, networking), software companies building on top of AI, and cloud providers scaling AI services.
If you had to put money in ONE AI stock today and not touch it until 2031, what would it be and why?
Looking for real conviction picks, not momentum trades