Marvell is noted as a key chip maker that relies on Soitec's substrate layer for its CPO-enabled architectures.
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I Asked Jensen Huang What AI Stocks He's Buying At Nvidia GTC
Mar 24, 2026
Michael Sikand attends Nvidia GTC 2026 to analyze AI infrastructure trends, specifically highlighting photonics, high-bandwidth memory, and Nvidia's growth trajectory. He provides updates on his high-performing thematic portfolios and argues that Nvidia remains undervalued despite its massive scale.
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Broadcom is mentioned as a major chip maker that will utilize Soitec's substrate technology for their CPO architectures.
Lumentum is a key upstream partner receiving Nvidia investment to scale silicon photonics capacity.
Held as part of a high-performing photonics portfolio with double-digit gains.
Held as part of a high-performing photonics portfolio with double-digit gains.
Nvidia is viewed as undervalued due to a massive revenue expansion opportunity that could lead to further multiple compression.