# AI infrastructure stocks — X 热门讨论 (2026-10-02 00:37 UTC)
## @2poyDev (2poyDev) · 10-01 19:36 · ♥40 ↻11 💬4 Theres plenty of FUD around $INDEX right now but I think the bigger thesis is getting lost
Zoom out to what RH chain is being built for Tokenized stocks are central to that and @vladtenev reinforced that direction around HOOD Summit
$AI $BONER and $MEME from @longdotxyz show how memes can bring trading activity to tokenized stocks The next question is who builds the treasury and stock-reward layer around that activity
@TheIndexFi already has treasury infrastructure through Indices and audited onchain basket contracts through Blend It also has integrations with other RH projects rather than just a roadmap
The debate right now is about where trading fees go and whether holders are receiving their stocks Those questions deserve answers but they shouldnt be the limit of the thesis
I dont see $INDEX as just a reflection meme anymore The long-term answer cant be endless patches to a model funded by people trading $INDEX itself
It needs to prove it can earn meaningful revenue from products used outside its own token market
The chart looks like capitulation but my thesis only dies if another project takes this idea and executes it better
I havent seen another RH project with comparable partnerships and a follow from @vladtenev deliver that yet Until I do the thesis stays alive https://x.com/2poyDev/status/2105743682825785672
## @Pep_Invest (Pep Invest) · 09-30 11:10 · ♥31 ↻5 💬10 $SIVE $INFQ $FLY $CCXI $WULF
You can choose only ONE stock from each sector 👇
Photonics Quantum Space Robotics AI Infrastructure
5 stocks. 5 sectors.
No changes until 2030.
Which names make your portfolio?
Drop your 5 picks below - and repost this so we can see which companies the community has the highest conviction in. https://x.com/Pep_Invest/status/2105253911137235084