The creator discusses the potential IPO of OpenAI and highlights several AI infrastructure companies as pot...

VRTNeutralMedium ConvictionSignal-backedSecondary

Vertiv is shown among AI-infrastructure names the analysis considers expensive.

MRVLNeutralMedium ConvictionSignal-backedSecondary

Marvell is shown among AI-infrastructure names the analysis considers expensive.

AVGONeutralMedium ConvictionSignal-backedSecondary

Broadcom is shown as a strong AI-infrastructure business that the analysis considers expensive.

SNXNeutralLow ConvictionSignal-backedSecondary

SNX is identified as an indirect AI infrastructure play, though the creator expresses lower conviction due to valuation signals.

BDCNeutralMedium ConvictionSignal-backedSecondary

BDC is noted as an indirect AI infrastructure play with a clean valuation profile.

CDWBullishMedium ConvictionSignal-backedSecondary

CDW is highlighted as a steady enterprise AI infrastructure play with attractive valuation metrics.

SMCIBullishHigh ConvictionSignal-backedPrimary

Super Micro Computer is identified as undervalued based on its P/E ratio and price-to-book value compared to industry peers.

OPEAZZXNeutralMedium ConvictionSignal-backedPrimary

The creator discusses OpenAI's reported upcoming IPO at a $1 trillion valuation, noting significant financial losses.