Jun. 1 at 10:25 PM
AI watchlist for the next 1–5 years is less about hype names and more about infrastructure layers that actually scale compute
$AVGO core AI networking + custom silicon backbone of data center expansion
$ALAB emerging AI infrastructure hardware play, high beta but strong narrative tailwind
$CSCO legacy networking still critical in enterprise + data routing layer
$IREN power + compute adjacency, tied to AI energy demand curve
$MRVL data center connectivity and custom ASIC exposure
It’s really about picking where AI bottlenecks form next… power, networking, compute, and enterprise integration
Sharing framework and levels — no paywall, just structured positioning thinking
