# AI infrastructure stocks — X 热门讨论 (2026-09-19 05:44 UTC)
## @Langerius (LANGERIUS) · 09-19 04:31 · ♥57 ↻1 💬59 everyone is busy arguing which ai model wins
but you know me, i don't like looking at things from the same window as everyone else 👇🏻
let's think about it this way: does every model need the same 4 things? yes. what are they: compute, memory, networking, power
so instead of picking the winner, let me buy the layer all of them have to pay, that way whichever one wins, i'm on the winning side. your logic should always be this
from what i see $BUILDOUT provides this service for 25 ai infrastructure stocks on its own. (nvda, tsm, avgo, mu, asml, amd and ...) @reserveprotocol did this properly but very few people are aware of it. imo keep your eyes here. nfa > 引用 @reserveprotocol: Everyone’s trying to figure out which AI model will win
But what does every model need, regardless? Compute. Memory. Networking. Power.
As AI usage scales, so does the infrastructure required to support it
That’s the $BUILDOUT thesis
Explore BUILDOUT: https://t.co/m6fiV9TmQ9 https://x.com/Langerius/status/2101167360753168444