Taiwan Semi is mentioned as an example of a semiconductor company that has continued to rally, unlike some smaller niche photonix companies.
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The smartest thing you can do today in the AI market #shorts
Sep 23, 2026
The creator discusses cyclical behavior in the AI market, noting that not all companies will rise indefinitely. He highlights that some photonix and data center power companies experienced pullbacks despite revenue growth, cautioning that some contracts might be one-time payments. He uses the example of Bitcoin mining companies transitioning to AI infrastructure, suggesting that revenue increases might stem from shutting down less profitable operations rather than sustainable AI contracts.
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