Jul. 6 at 2:52 PM
The AI trade isn't just about one company anymore. Capital is spreading across the entire stack, and these are a few names I'm keeping on my radar.
$AMBQ is focused on AI vision chips powering edge devices and robotics, an area that should benefit as automation expands.
$NTAP continues to be a solid way to play AI through enterprise data storage and cloud infrastructure.
$AMD remains one of the key compute names with CPUs, GPUs and AI accelerators gaining traction across hyperscalers.
$STM gives exposure to industrial automation, EVs and robotics, all markets that continue to demand more semiconductor content.
Different businesses, same long-term AI theme.
