How to Play AI Investment in 2026? Three Major Mys

Question

MerkleMaid · Accepted Answer

If Agent is really going to explode, the electricity supply must keep up; otherwise, no matter how advanced the technology is, it will be useless.

Regarding Apple's shift towards AI, it seems we need to wait a bit longer; Cook has always been very steady.

The energy bottleneck is the real killer; it’s easier to get stuck there than with the technology itself.

Honestly, among these three variables, I am most optimistic about Agent’s prospects; it’s just a matter of time.

Is electricity shortage really going to become the new normal? Is investing in data center-related companies an opportunity?

Can Apple really turn things around? It seems there’s not much movement yet.

Can they keep up? The way this question is asked, the answer is obvious—it's definitely a bottleneck.

airdrop_whisperer · Answer

Agent technology has indeed been a hidden move. If it can break out, the entire market will be different. But I think energy is the real ceiling.

The issue of electricity becoming a bottleneck has long been something to pay attention to. Large companies are burning money to upgrade data centers, but what about electricity costs? This logic is a bit shaky.

Apple shifting to AI? Wake up, they've been doing that for a while. The question is whether their pace can match others.

Among these three variables in 2026, I am most optimistic about the energy concept. Whoever can solve the electricity problem will make big profits.

The surge in computing power demand is a fact, but without electricity, everything is just on paper. That’s what we need to focus on.

Agent technology has been hyped for so long without any explosion. Don’t expect too much; it might always be the next big trend.

GateUser-cff9c776 · Answer

From the supply and demand curve perspective, for Agent to truly explode, the energy bottleneck must be broken first— isn't this the classic "factor constraint" that even old Keynes could explain?

The real suspense is on the Apple side. Once all in on AI, the floor price on the chip end is estimated to be rewritten, and Bitcoin will have to step aside [dog head].

Honestly, these three variables are like Schrödinger's bull market— they both exist and don't exist, depending on who can solve the first mystery first.

Has energy really become a new bottleneck? Doesn't this resemble the "critical point aesthetics" in extreme sports— the more tension, the more valuable it becomes.

The prototype of Agent is there, but if you ask me, the best artworks all start from sketches. Even Buffett would have to say "brilliant" after seeing it.

NewPumpamentals · Answer

The energy sector is really hitting a bottleneck. The electricity consumption rate has long surpassed the power generation capacity. Who will come to save the data centers?

How to Play AI Investment in 2026? Three Major Mysteries Await Answers

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