u/ No-Fig-8614 writes:

At the end of the day the stocks to pay attention to are:

The Chips Needed to Make these: Intel, Nvidia, AMD

The Fabs that produce them: TSCM, Samsung, Intel

Then there are companies producing the software: Epic, Blender, Unity. Adobe

The Streaming Services: Netflix, Disney+, Max (Warner Bros) — then you have youtube material being turned into its own streaming service like Curiositystream Inc.

The Companies that specialize in building AI Model with datasets: OpenAI (Microsoft), Google, Facebook, ByteDance, etc.

Then there are the host of startups creating custom chips for these tasks (ASICS), newer software, and existing VFX studios who know how to power them all. Which is where the money will be for future stocks.