Most Investors Only Know 1 of These 12 AI Stocks
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…Arista, Cisco. When thousands of GPUs need to function as one system, the network connecting them becomes part of the computer. Speed and latency at this scale are brutally hard engineering problems. Number eight, optical and connectivity. Broadcom, Marvel, Coherent. As clusters get larger, data has to move faster and farther with less power loss. Optical is becoming a critical part of that equation. Number nine is cloud and data centers. Amazon, Microsoft, Google. Most companies will never build thei…
Broadcom, Marvel, Coherent
Contexto extraído por IA Number eight, optical and connectivity. Broadcom, Marvel, Coherent.
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…tightens, the whole supply chain backs up. Number six, memory and HBM. SKH Highix, Micron, Samsung used to be the boring corner of semiconductors. Now it's one of the central bottlenecks in the entire AI buildout. Number seven, networking. Nvidia, Arista, Cisco. When thousands of GPUs need to function as one system, the network connecting them becomes part of the computer. Speed and latency at this scale are brutally hard engineering problems. Number eight, optical and connectivity. Broadcom, Mar…
Nvidia, Arista, Cisco
Contexto extraído por IA Number seven, networking. Nvidia, Arista, Cisco.
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…tightens, the whole supply chain backs up. Number six, memory and HBM. SKH Highix, Micron, Samsung used to be the boring corner of semiconductors. Now it's one of the central bottlenecks in the entire AI buildout. Number seven, networking. Nvidia, Arista, Cisco. When thousands of GPUs need to function as one system, the network connecting them becomes part of the computer. Speed and latency at this scale are brutally hard engineering problems. Number eight, optical and connectivity. Broadcom, Mar…
Nvidia, Arista, Cisco
Contexto extraído por IA Number seven, networking. Nvidia, Arista, Cisco.
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…s for more than 10 years. That means no matter how much these stocks have already moved, a lot of them are going higher, much higher. The early innings argument is not hype. It is infrastructure math. I've been investing for over 30 years. I hold Nvidia. I hold several of the names we're going to walk through today, and I stopped thinking of AI as one stock a long time ago. What I want to show you today is the real map, not the version you get in the 10-second clip on financial media. If y…
I hold Nvidia.
Contexto extraído por IA I've been investing for over 30 years. I hold Nvidia.
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Microsoft
Contexto extraído por IA Number one, AI models and applications. Microsoft, Google, Meta.
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Google
Contexto extraído por IA Number one, AI models and applications. Microsoft, Google, Meta.
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…realize. These aren't generic mistakes. They're specific to AI right now. And the fix for all three starts with the same thing, the full picture. All right, let's fill in the list. Number one, AI models and applications. Microsoft, Google, Meta. The most visible layer, the one Wall Street covers the most, but it's only the top of the stack. Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer. Enormous demand, significant pricing power, still growing. Number three, …
Meta
Contexto extraído por IA Number one, AI models and applications. Microsoft, Google, Meta.
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…, the full picture. All right, let's fill in the list. Number one, AI models and applications. Microsoft, Google, Meta. The most visible layer, the one Wall Street covers the most, but it's only the top of the stack. Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer. Enormous demand, significant pricing power, still growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical c…
Nvidia, AMD, Broadcom
Contexto extraído por IA Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer.
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…, the full picture. All right, let's fill in the list. Number one, AI models and applications. Microsoft, Google, Meta. The most visible layer, the one Wall Street covers the most, but it's only the top of the stack. Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer. Enormous demand, significant pricing power, still growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical c…
Nvidia, AMD, Broadcom
Contexto extraído por IA Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer.
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…top of the stack. Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer. Enormous demand, significant pricing power, still growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips. One step further back and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amco…
TSMC in particular is one of the most strategically critical companies on the planet right now.
Contexto extraído por IA Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now.
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…le layer, the one Wall Street covers the most, but it's only the top of the stack. Number two is compute. Nvidia, AMD, Broadcom, the horsepower layer. Enormous demand, significant pricing power, still growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies t…
TSMC, Samsung, Intel
Contexto extraído por IA Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now.
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…l growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips. One step further back and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems. If packagi…
Think ASML, Applied Materials, Lamb Research
Contexto extraído por IA Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips.
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…l growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips. One step further back and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems. If packagi…
Think ASML, Applied Materials, Lamb Research
Contexto extraído por IA Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips.
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…l growing. Number three, the foundaries. TSMC, Samsung, Intel. This is where the chips actually get made. TSMC in particular is one of the most strategically critical companies on the planet right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips. One step further back and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems. If packagi…
Think ASML, Applied Materials, Lamb Research
Contexto extraído por IA Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips.
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…right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips. One step further back and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems. If packaging capacity tightens, the whole supply chain backs up. Number six, memory and HBM. SKH Highix, Micron, Samsung used to be the boring corner of semiconductors. Now it's one of t…
TSMC, Amcore, ASSE technology
Contexto extraído por IA Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems.
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…right now. Number four, semiconductor equipment. Think ASML, Applied Materials, Lamb Research, the companies that build the machines that build the chips. One step further back and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems. If packaging capacity tightens, the whole supply chain backs up. Number six, memory and HBM. SKH Highix, Micron, Samsung used to be the boring corner of semiconductors. Now it's one of t…
TSMC, Amcore, ASSE technology
Contexto extraído por IA Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems.
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… and absolutely irreplaceable. Number five, advanced packaging. TSMC, Amcore, ASSE technology, modern AI chips are complex multicomponent systems. If packaging capacity tightens, the whole supply chain backs up. Number six, memory and HBM. SKH Highix, Micron, Samsung used to be the boring corner of semiconductors. Now it's one of the central bottlenecks in the entire AI buildout. Number seven, networking. Nvidia, Arista, Cisco. When thousands of GPUs need to function as one system, the network connecti…
SKH Highix, Micron, Samsung
Contexto extraído por IA Number six, memory and HBM. SKH Highix, Micron, Samsung used to be the boring corner of semiconductors.
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…ber eight, optical and connectivity. Broadcom, Marvel, Coherent. As clusters get larger, data has to move faster and farther with less power loss. Optical is becoming a critical part of that equation. Number nine is cloud and data centers. Amazon, Microsoft, Google. Most companies will never build their own AI supercomputers. They'll rent access through the cloud. The hyperscalers are both the builders and the primary customers at the same time. Number 10, power. Constellation Energy, Vistra, Next Er…
Amazon, Microsoft, Google
Contexto extraído por IA Number nine is cloud and data centers. Amazon, Microsoft, Google.
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…ta centers. Amazon, Microsoft, Google. Most companies will never build their own AI supercomputers. They'll rent access through the cloud. The hyperscalers are both the builders and the primary customers at the same time. Number 10, power. Constellation Energy, Vistra, Next Era. AI does not run on hype. It runs on electricity. Massive amounts of it. And the grid was not designed for what's being asked of it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More c…
Constellation Energy, Vistra, Next Era
Contexto extraído por IA Number 10, power. Constellation Energy, Vistra, Next Era.
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…ta centers. Amazon, Microsoft, Google. Most companies will never build their own AI supercomputers. They'll rent access through the cloud. The hyperscalers are both the builders and the primary customers at the same time. Number 10, power. Constellation Energy, Vistra, Next Era. AI does not run on hype. It runs on electricity. Massive amounts of it. And the grid was not designed for what's being asked of it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More c…
Constellation Energy, Vistra, Next Era
Contexto extraído por IA Number 10, power. Constellation Energy, Vistra, Next Era.
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… power. Constellation Energy, Vistra, Next Era. AI does not run on hype. It runs on electricity. Massive amounts of it. And the grid was not designed for what's being asked of it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More compute means more heat. The companies solving that problem have real and growing leverage. Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog. The more critical AI systems become, the bigger the target o…
Vertive BRT, Eaton, Schneider Electric
Contexto extraído por IA Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric.
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… power. Constellation Energy, Vistra, Next Era. AI does not run on hype. It runs on electricity. Massive amounts of it. And the grid was not designed for what's being asked of it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More compute means more heat. The companies solving that problem have real and growing leverage. Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog. The more critical AI systems become, the bigger the target o…
Vertive BRT, Eaton, Schneider Electric
Contexto extraído por IA Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric.
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… power. Constellation Energy, Vistra, Next Era. AI does not run on hype. It runs on electricity. Massive amounts of it. And the grid was not designed for what's being asked of it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More compute means more heat. The companies solving that problem have real and growing leverage. Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog. The more critical AI systems become, the bigger the target o…
Vertive BRT, Eaton, Schneider Electric
Contexto extraído por IA Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric.
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…it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More compute means more heat. The companies solving that problem have real and growing leverage. Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog. The more critical AI systems become, the bigger the target on those systems gets. Security is a mandatory part of enterprise AI adoption. That's the stack. 12 layers, 12 potential profit layers. And once you see it this way, you can't uns…
Crowdstrike, PaloAlto Networks, Data Dog
Contexto extraído por IA Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog.
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…it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More compute means more heat. The companies solving that problem have real and growing leverage. Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog. The more critical AI systems become, the bigger the target on those systems gets. Security is a mandatory part of enterprise AI adoption. That's the stack. 12 layers, 12 potential profit layers. And once you see it this way, you can't uns…
Crowdstrike, PaloAlto Networks, Data Dog
Contexto extraído por IA Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog.
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…it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More compute means more heat. The companies solving that problem have real and growing leverage. Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog. The more critical AI systems become, the bigger the target on those systems gets. Security is a mandatory part of enterprise AI adoption. That's the stack. 12 layers, 12 potential profit layers. And once you see it this way, you can't uns…
Crowdstrike, PaloAlto Networks, Data Dog
Contexto extraído por IA Number 12, security and observability. Crowdstrike, PaloAlto Networks, Data Dog.
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…Arista, Cisco. When thousands of GPUs need to function as one system, the network connecting them becomes part of the computer. Speed and latency at this scale are brutally hard engineering problems. Number eight, optical and connectivity. Broadcom, Marvel, Coherent. As clusters get larger, data has to move faster and farther with less power loss. Optical is becoming a critical part of that equation. Number nine is cloud and data centers. Amazon, Microsoft, Google. Most companies will never build thei…
Broadcom, Marvel, Coherent
Contexto extraído por IA Number eight, optical and connectivity. Broadcom, Marvel, Coherent.
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…ta centers. Amazon, Microsoft, Google. Most companies will never build their own AI supercomputers. They'll rent access through the cloud. The hyperscalers are both the builders and the primary customers at the same time. Number 10, power. Constellation Energy, Vistra, Next Era. AI does not run on hype. It runs on electricity. Massive amounts of it. And the grid was not designed for what's being asked of it right now. Number 11. Cooling and electrical infrastructure. Vertive BRT, Eaton, Schneider Electric. More c…
Constellation Energy, Vistra, Next Era
Contexto extraído por IA Number 10, power. Constellation Energy, Vistra, Next Era.
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