TE Connectivity is another company for investors to research, focusing on interconnects, data cables, and power solutions, with emerging optical market presence.
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Get READY: These 5 Stocks Could be the Next MASSIVE WINNERS Thanks To Amazon!!
Jun 19, 2026
The creator discusses Amazon's potential to sell its own AI chips and how this impacts Nvidia. Despite concerns, the creator believes Nvidia will continue to grow due to high demand. The creator also highlights Amazon's own AI chip development and its potential to capture a significant market share, expressing a bullish stance on Amazon for its AWS growth and AI chip market potential.
Linked Mentions
Tickers discussed in this post
Micron Technology is a key pick as increased AI chip production will drive massive demand for memory.
Astera Labs is a buy, having been discussed in the sub-$100 range, and is considered a multi-bagger with strong performance.
TSMC is a buy due to its essential role in manufacturing AI chips for all players and its attractive valuation.
The creator would not be bearish on Broadcom due to the current high demand for AI.
Marvell is a strong buy as it designs AI chips for Amazon, is a key player in Trainium chips, and has seen significant portfolio gains.
AMD is mentioned as a competitor in the AI chip market with its MI 450, and it will be interesting to see if it or Amazon wins the third spot.
The creator is bullish on Amazon due to its AWS growth and potential to become a major player in the AI chip market.
The creator, as an Nvidia investor, is not worried about Amazon's AI chip plans, believing Nvidia will continue to grow due to high demand.