AI infrastructure stocks are facing major market headwinds, but is Wall Street completely missing the bigger picture? Despite recent sell-offs, the global shortage of AI compute is only accelerating. SpaceX just shocked the market by revealing its AI segment generated a staggering $7.56 billion in a single quarter, officially transforming it into a compute company. Meanwhile, NVIDIA's Jensen Huang warned at GTC Berlin that a 1-gigawatt AI factory now costs $50 billion, and Nebius is repricing its GPUs every 12 minutes as demand skyrockets. Even Meta, despite spending up to $145 billion in CapEx this year, admits it cannot roll out its Muse AI agent globally simply because it lacks the necessary compute power. With crippling bottlenecks across power grids, memory, and chip manufacturing, are investors too focused on short-term financing issues to see the massive buying opportunity in top neoclouds?
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