Crowdstrike's positive results are also seen as healthy for the overall tech space.
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Nvidia's Blowout Quarter Just Made These Stocks Massive Winners
Aug 27, 2026
The creator discusses Nvidia's strong earnings report and its positive impact on the semiconductor and cloud sectors. Nvidia's increased capex guidance is seen as a significant tailwind for chipmakers and cloud providers, particularly those with high return on invested capital. The video highlights specific Nvidia products and partnerships, suggesting substantial revenue growth potential.
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Salesforce also reported good figures, contributing to the overall health of the tech space.
ARM Holdings is an excellent and profitable company crucial to the AI ecosystem, but it trades at a significant premium, suggesting its valuation may be high.
Celestica is identified as a system builder and rack provider that benefits from the AI infrastructure buildout, supplying essential hardware.
Super Micro is recognized as a system builder and rack provider that benefits from the AI infrastructure buildout, supplying critical hardware.
Microsoft, as a cloud provider and hyperscaler, benefits from the AI buildout and the increasing demand for computing resources.
Onsemi is mentioned as a winner in power solutions, relevant to the energy demands of AI infrastructure and the broader buildout.
Analog Devices is recognized as a winner in power and cooling solutions, benefiting from the increased energy demands of AI infrastructure.
Monolithic Power is identified as a winner in power and cooling solutions, particularly relevant given Nvidia's energy commitments for AI infrastructure.
Arista Networks is considered a direct or indirect winner in the networking and interconnect space, benefiting from Nvidia's rapid expansion in this area.
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NVDAbuy opened Aug 27, 2026
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