# AI infrastructure stocks — X 热门讨论 (2026-09-22 06:35 UTC)
## @MelvinInvests (Melvin) · 09-21 20:51 · ♥42 ↻16 💬6 The bull run is just getting started and SAVE this post so you can come yell at me if I am wrong.
In midterm election years, October has historically been the S&P 500’s best month, averaging a 3.0% gain and finishing higher 73.7% of the time. November has been the second best month, averaging 2.7% with a positive return nearly 79% of the time. Seasonality is never guaranteed but the market is about to enter its strongest historical window.
The bigger reason for my optimism is that overall AI demand continues to move higher. AI is expanding beyond basic chatbots into coding, video, search, business software, and agents capable of completing entire tasks. Muse is great recent example of that transition and the early usage numbers are honestly pretty crazy. Wells Fargo noted today that Muse’s US downloads and daily active users have been accelerating over the last few days and are already tracking above other major AI apps at the same point after launch. Muse set a new US download record on September 19 with 264,000 downloads, marking its third straight day above 200,000, while daily active users reached roughly 448,000 just 10 days after launch. For comparison, ChatGPT did not surpass 200,000 U.S. downloads until roughly a year after launch and took 49 days to reach around 450,000 US daily active users. Muse is also seeing strong early user feedback, with a 4.66-star average rating over the last 30 days and 87% of reviews coming in at five stars. This all just means that AI usage is accelerating and that demand eventually moves through the entire infrastructure supply chain. More AI usage requires more GPUs, advanced memory, networking equipment, storage, cooling, electricity and data center capacity.
Anthropic’s expected IPO could add another major catalyst. Reuters reports that the company could begin marketing its offering in mid October, with a possible listing before the November midterm elections, although the schedule remains subject to change. A successful offering could bring even more attention and capital into AI while creating a new public valuation benchmark for the industry. This could be very similar to what we saw during SpaceX IPO and with all of the Space stocks running up leading to their IPO.
The macro picture is not perfect but greater clarity could be coming. Fed Chair Kevin Warsh has remained focused on restoring price stability, and a credible Fed can help reduce long term uncertainty even if that requires some short term discipline. The market does not need every problem to disappear but rather needs confidence that inflation is moving in the right direction and that policymakers have a clear plan. Buckle up, we are going higher. If you enjoyed reading this make sure to follow me @MelvinInvests for more. > 引用 @RyanDetrick: The best month of the year in a midterm year is October.
The second best month of the year in a midterm year is November.
Almost there. https://t.co/O1t0RkLT6T https://x.com/MelvinInvests/status/2102138629049155877
## @SoSoValueCrypto (SoSoValue) · 09-21 08:11 · ♥30 ↻6 💬0 SpaceX’s Nasdaq Weight Doubles, Yet Shares Slip: How Long Can Index Buying Support the Stock? https://x.com/SoSoValueCrypto/status/2101947379415122185