Core Insights - Investors should focus on foundational technologies like compute, networking, and energy rather than just OpenAI, which is seen as a key player in the AI sector [2][6] Group 1: Investment Opportunities - Micron Technology Inc. (NASDAQ:MU) is identified as a top "accelerator" pick due to the increasing demand for High Bandwidth Memory (HBM), which is critical for AI advancements [3][4] - Reddit Inc. (NYSE:RDDT) is highlighted as a leading pick in the AI software and data category, with its valuable data being essential for AI models [5][6] Group 2: Market Dynamics - OpenAI's transition to a for-profit structure is expected to intensify competition and pressure on publicly traded companies [6][7] - Micron's stock has shown significant growth, advancing 180.43% year-to-date and 145.10% over the year, indicating strong market performance [8] - Reddit's stock has increased 22.25% year-to-date and 53.58% over the year, although it has a weaker short-term price trend [9]