Investor Highlights AI Token Surge vs. Stock Selloff, Adds to $DOCN, $SITM, and $ALAB

AI token volume has grown roughly 25x since January, with AI agents now driving the majority of usage, even as AI stocks sell off, according to a market commentator.
Citing the widening disconnect between accelerating demand and declining share prices, the investor stated they are adding to positions in $DOCN, $SITM, and $ALAB—noting that while selling could continue for weeks, all three companies stand to benefit from the inference buildout:
- $DOCN (DigitalOcean): Hosting growing AI workloads
- $SITM (SiTime): Keeping distributed systems in sync
- $ALAB (Astera Labs): Moving increasing volumes of data between chips