Navitas Semiconductor (NVTS) provides essential power conversion technology for data centers, making it a key component of the AI backbone.
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The creator highlights the massive growth potential of AI infrastructure companies, comparing the current o...
Bdon TradesDec 8, 2025
The creator highlights the massive growth potential of AI infrastructure companies, comparing the current opportunity to the early days of the internet. They identify five specific companies poised for significant upside due to their role in powering the AI revolution.
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CoreWeave (CRWV) is identified as one of the strongest pure-play AI compute providers, crucial for the AI infrastructure backbone.
Nebius Group (NBIS) offers full-stack H100 infrastructure with huge margins, making it a strong player in AI infrastructure.
IREN is a top-tier GPU economics and scaling company, growing faster than competitors in the AI infrastructure space.
Applied Digital (APLD) is a top pick for AI infrastructure due to its bleeding-edge data center expansion and exploding demand.