While the artificial intelligence (AI) frenzy may have cooled, the fire still burns bright. The investment theme is no longer about picking every AI-related stock. Instead, investors are now becoming more selective and are rewarding businesses that are turning surging demand into real revenue, profits, and long-term growth. With this shift in market sentiment, AI infrastructure winners like Marvell Technology (MRVL) and Broadcom (AVGO) continue to stand out.