May. 9 at 4:40 PM
AI supply chain continues to evolve across compute, memory, networking, data centers, and energy infrastructure.
$NVDA AMD MU LITE INTC tied to core semiconductor and AI compute layer
$MRVL CRWV IREN NBIS OKLO linked to cloud infra and energy support buildout
$MP USAR RKLB ASTS ONDS exposure across resources, space, and connectivity hardware
$AMZN GOOGL MSFT ORCL IONQ covering cloud, enterprise software, and emerging compute
Overall, a long-cycle infrastructure buildout in progress