How do you play the AI infrastructure cycle after a selloff?

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How do you play the AI infrastructure cycle after a selloff?

By Vlad from Bastion on August 7, 2026

Morgan Stanley just split it into five buckets to own, and calls the ~7% pullback a buying opportunity.

1. AI Infrastructure bottlenecks. Labor and time to power: fuel cells, bitcoin miners turned powered shell providers, turbines, energy storage, power developers, and data center REITs with real growth. $BE $RIOT $HUT $CIFR $WULF $APLD $BX

2. Compute manufacturing. Semis, hardware and equipment, where compute is still short of demand. $NVDA $TSM $AVGO $MU $ASML $STM $VNET

3. Chinese AI solution providers. Capable, cost competitive, and with little of that upside priced into the stock. $BABA $TCEHY

4. Energy security assets. They flag energy storage as the standout class in the whole theme. $VST $TLN $CWEN $SQM $PBR $VALE $YPF

5. Hyperscalers turning capex into ROI. Overweight $META $GOOGL $MSFT $AMZN.

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