Most of the AI conversation has been locked on mega-caps - Nvidia, Microsoft, Google. But there’s a pattern quietly playing out underneath that doesn’t get nearly enough attention. Small cap companies sitting at the AI/crypto infrastructure crossover are posting serious moves before mainstream money even acknowledges they exist. The thesis makes sense: as AI matures and starts reducing real supply chain friction and commercial inefficiencies, it creates the perfect environment for nimble, niche companies to launch unique applications that big tech is too slow to build. That’s where the asymmetric upside lives. Small caps have been beaten down relative to large caps for years. But if AI is genuinely the infrastructure layer that lowers the barrier to building real businesses, the rotation into this space could be the start of a multi-year cycle - and the smart money appears to already be moving. A few things I’m curious about: Are you seeing pre-institutional momentum in any AI small cap names on your watchlist? Do you think big tech swallows most of the value through acquisitions, or does this cycle finally belong to the small caps? Which sectors are you watching - compute, logistics, fintech, biotech? Found a short clip that laid this out well: https://youtube.com/shorts/ra2WfNZM17M submitted by /u/-Authorised-
Originally posted by u/-Authorised- on r/ArtificialInteligence