According to @StockMarketNerd, when the AI CapEx supercycle slows, the preferred positioning is to own mega-cap platforms with multiple secular growth drivers and demonstrated ability to use compute for efficiency gains or impactful app updates (source: @StockMarketNerd). According to @StockMarketNerd, the strategy avoids pure-play AI infrastructure names with parabolic stock moves, highly uncertain forward estimates, and financials that are fully tied to cyclical CapEx growth (source: @StockMarketNerd). According to @StockMarketNerd, this allocation seeks lower downside and the potential for a free-cash-flow boom if compute demand cools, while accepting less upside if the cycle accelerates (source: @StockMarketNerd). According to @StockMarketNerd, portfolio preference is for businesses with more diverse and flexible uses of compute rather than single-cycle exposure, enhancing risk management into an AI CapEx slowdown (source: @StockMarketNerd). According to @StockMarketNerd, the commentary is equity-focused and does not reference cryptocurrencies or tokens, so the source provides no direct crypto-market signal (source: @StockMarketNerd).