Nvidia is pointing to the next big AI trade

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1. 01 ARM NASDAQ ACHETER -5,17%
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   …rhaps are not as anticipated yet? >> Uh well I think the the optical components is relatively newer and semic equipment is relatively newer. CPUs as well I think are not as well understood. uh we ju that cycle just turned with AMD and ARM. This is why we own ARM. I think as you see the agentic AI buildout the AI agents will require a lot more CPUs per GPU versus the data centers themselves. So or model training. So I think what we're going to see is exponential increase in CPU demand. So I would sa…

   This is why we own ARM.

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2. 02 NET NYSE ACHETER -5,01%
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   Cloudflare is one example where like they have a a broad network of CPUs and they help companies that want to build AI applications use the CPUs efficiently. So these type of companies are really going to benefit here.

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   Contexte extrait par IA "Cloudflare is one example where like they have a a broad network of CPUs and they help companies that want to build AI applications use the CPUs efficiently. So these type of companies are really going to benefit here"

3. 03 LRCX NASDAQ ACHETER -6,28%
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   … to be able to add it just in time. So this is why optics is one of the the trades we really like. Capital equipment is another area. So as memory as CPU capacity needs to get added, you're going to see the semicap equipment names benefit. So companies like Lamb Research uh KA those supply the equipment. So that's another area that this cycle is just turning because companies are just starting to invest rather than something like the GPUs. there we're already few years into that uh that cycle. >> So okay so when you say they're investing i…

   So companies like Lamb Research uh KA those supply the equipment.

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   Contexte extrait par IA "Capital equipment is another area... So companies like Lamb Research uh KA those supply the equipment."

4. 04 KLAC NASDAQ ACHETER -12,64%
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   … to be able to add it just in time. So this is why optics is one of the the trades we really like. Capital equipment is another area. So as memory as CPU capacity needs to get added, you're going to see the semicap equipment names benefit. So companies like Lamb Research uh KA those supply the equipment. So that's another area that this cycle is just turning because companies are just starting to invest rather than something like the GPUs. there we're already few years into that uh that cycle. >> So okay so when you say they're investing i…

   So companies like Lamb Research uh KA those supply the equipment.

   Aller

   Contexte extrait par IA "Capital equipment is another area... So companies like Lamb Research uh KA those supply the equipment."

5. 05 LITE NASDAQ ACHETER +12,33%
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   …tally, at least some of what Nvidia invests in is an overlap with what you invest in um, in your in your ETF. And I've actually created um, recreated the top 10 holdings in your portfolio if I had them right on our Alphasace platform here. A lot of them are these sort of optical components companies, but you also have the likes of ARM in there. You have Coherent, which we mentioned. We have Lmentum, which also uh, just reported. And also, if you take a look at the sort of year-to-ate performance for many of these, you know, even if they've had some more recent volatility, the year-to- date performance, as we're showing it here, has been pretty darn good. The the w…

   A lot of them are these sort of optical components companies, but you also have the likes of ARM in there. You have Coherent, which we mentioned. We have Lmentum, which also uh, just reported.

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   Contexte extrait par IA "A lot of them are these sort of optical components companies... We have Lmentum, which also uh, just reported."

6. 06 COHR NYSE ACHETER -7,26%
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   Contexte de la transcription source

   …tally, at least some of what Nvidia invests in is an overlap with what you invest in um, in your in your ETF. And I've actually created um, recreated the top 10 holdings in your portfolio if I had them right on our Alphasace platform here. A lot of them are these sort of optical components companies, but you also have the likes of ARM in there. You have Coherent, which we mentioned. We have Lmentum, which also uh, just reported. And also, if you take a look at the sort of year-to-ate performance for many of these, you know, even if they've had some more recent volatility, the year-to- date performance, as we're showing it here, has been pretty darn good. The the white one here is coherent, which has been really an outperformer um this year. So, how do you think about, as you say, the suppliers are where you want to be. Clearly, you're in the suppliers. Um, talk to me about that thesis, which is, you know, the sort of like picks and shovels have been popular for a while now. W…

   A lot of them are these sort of optical components companies, but you also have the likes of ARM in there. You have Coherent, which we mentioned. We have Lmentum, which also uh, just reported. And also, if you take a look at the sort of year-to-ate performance for many of these, you know, even if they've had some more recent volatility, the year-to- date performance, as we're showing it here, has been pretty darn good. The the white one here is coherent, which has been really an outperformer um this year.

   Aller

   Contexte extrait par IA "A lot of them are these sort of optical components companies... The white one here is coherent, which has been really an outperformer um this year."