Aristotle_Legacy
Sep 27, 1:05 AM
My 4 highest-conviction AI names right now:
$NVDA — still the backbone of AI compute
$AVGO — custom AI accelerators + networking + hyperscaler exposure
$PLTR — one of the strongest enterprise AI software stories
$SMCI — direct beneficiary of the AI server buildout
Different layers of the same AI infrastructure stack.
Compute. Networking. Software. Servers.
I don’t think AI will be a one-winner market. The bigger opportunity may be owning the companies controlling multiple critical layers of the buildout.
If you could hold only ONE for the next 5 years, which one are you choosing?
$NVDA $AVGO $PLTR $SMCI
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