# AI infrastructure stocks — X 热门讨论 (2026-09-19 23:12 UTC)
## @danielisdizzy (Daniel) · 09-19 19:02 · ♥48 ↻5 💬6 $UBER is down 31% from its highs. $GRAB is down 85%.
They’re two of the most interesting opportunities in the entire market right now.
While hyperscalers are watching their free cash flow turn negative to fund the massive AI infrastructure buildout, their stocks are still trading relatively close to their highs.
Meanwhile, $UBER and $GRAB are printing more and more cash while their stocks have been crushed.
The market still treats them like low-margin businesses that can eventually be disrupted by autonomous driving.
I think that completely misses their real moat:
Distribution.
Distribution and proprietary data are the two most powerful moats of the 21st century.
Replicating a massive network of consumers, drivers and merchants is incredibly difficult, making the core business much harder to disrupt.
And once you own distribution at scale, you can keep adding new verticals without paying the same customer acquisition costs from scratch.
That’s exactly what $GRAB is doing with financial services.
Mobility builds the distribution. Delivery expands engagement. Financial services monetize the ecosystem at higher margins.
I’m currently buying only $GRAB and turning it into one of my largest positions.
But there’s one thing I absolutely love about $UBER:
It owns ~13% of $GRAB. https://x.com/danielisdizzy/status/2101386586390692078
## @StonkValue (Value Investing Edge) · 09-19 19:01 · ♥42 ↻0 💬3 BREAKING: President Trump just told next trillion dollar generational market theme.
These 10 stocks could be among the biggest beneficiaries of the AI driven transformation of the U.S. economy.
1. $NVDA | Leader in AI GPUs and accelerated-computing infrastructure. Q2 FY2027 revenue reached $96.2B, up 106% YoY, while Data Center revenue hit $89.0B, up 117%. https://x.com/StonkValue/status/2101386253832982561