MRVL is mentioned for its role in networking and custom silicon, connecting the networking brains that connect AI clusters.
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The creator argues against investing in Nvidia, despite its recent strong performance. They highlight that...
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The creator argues against investing in Nvidia, despite its recent strong performance. They highlight that while Nvidia is a key player in AI infrastructure, the real smart money is flowing to companies that supply memory, networking, cooling, and power solutions for AI data centers. The reel suggests looking beyond Nvidia to these less obvious, but potentially more lucrative, plays in the AI infrastructure buildout.
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CRDO is highlighted for its role in high-speed data links, crucial for AI machines and data centers.
ALAB is mentioned as a company that benefits from AI infrastructure by providing connectivity chips for AI clusters.
PWR is part of the power trade for AI infrastructure, helping build the power infrastructure needed for data centers.
ETN is identified as a power play for AI infrastructure, providing electrical gear for data centers.
Broadcom is presented as a 'grown-up alternative' benefiting from AI chips and networking, with a strong established position.
VRT is recommended as a pick-and-shovels play for AI infrastructure, focusing on cooling and power equipment for AI data centers.
MU is highlighted as a top pick for AI infrastructure exposure due to its role in memory chips, which are essential for AI servers.
The creator advises against investing in Nvidia, suggesting that smart money is moving to companies supporting AI infrastructure rather than Nvidia itself.