Jul. 11 at 7:50 PM
The AI buildout is still in the early innings.
These are 10 companies I’m focused on accumulating during major pullbacks.
I believe they’ll be significantly larger businesses over the next 3-5 years.
1.
$NVDA – The foundation. GPUs, networking, software. Every AI capex cycle starts here.
2.
$ANET – AI clusters can’t scale without high-speed networking. One of the highest-quality infrastructure names in the market.
3.
$CRDO – High-speed connectivity for AI data centers. Revenue growth is accelerating with hyperscaler demand.
4.
$NBIS – AI cloud + GPU infrastructure. Massive backlog and one of the fastest-growing AI platforms.
5.
$MRVL – Custom AI silicon and optical networking. A major beneficiary of hyperscaler AI spending.
I suggest you read my article over them. It is entirely free. You may be able to get some insight
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