Applied Optoelectronics (AAOI) is highlighted for its role in providing fiber optic cables, connecting AI infrastructure and benefiting from the demand for high-speed connectivity.
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The creator discusses Alphabet (GOOGL) as a key player in the AI infrastructure buildout, highlighting its...
Jul 23, 2026
The creator discusses Alphabet (GOOGL) as a key player in the AI infrastructure buildout, highlighting its strong revenue growth, increasing cloud revenue, and significant capital expenditures dedicated to AI. They also mention other AI-related infrastructure companies like NBIS, CRWV, IREN, AMD, MU, and AAOI as beneficiaries of this trend.
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Micron Technology Inc (MU) is expected to be a key memory player in the AI infrastructure buildout, supplying essential components.
Advanced Micro Devices (AMD) is positioned to benefit from the AI buildout by supplying chips for AI infrastructure, especially as hyperscalers like Google face capacity constraints.
IREN LTD F (IREN) is held in the creator's portfolio as it can rent out compute to hyperscalers like Google, capitalizing on the AI infrastructure boom.
Coreweave Inc (CRWV) is included in the creator's portfolio as a company that can rent out compute to hyperscalers like Google, benefiting from AI infrastructure demand.
Nebius (NBIS) is mentioned as a company that can rent out compute to hyperscalers like Google, benefiting from the AI infrastructure buildout.
Alphabet (GOOGL) is a primary AI infrastructure play due to strong revenue growth, cloud expansion, and significant capital investment in AI, making it a company to own long-term.
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