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NVIDIA Corporation (NVDA $177.99)
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Pure Storage Inc. Class A (PSTG $58.33)
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Super Micro Computer Inc. (SMCI $43.88)
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Vertiv Holdings LLC Class A (VRT $125.97)
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Astera Labs Inc. (ALAB $179.09)
Q: RBC isnt showing much revenue growth for 2025, considering the massive capex spending announced recently in big tech, I'm thinking of moving on here. I realize it's up 45% ytd and 128% in a year, it's also up 128% in 5 years, of which I've been in the stock, are analysts being too conservative? I already own NVDA and VRT, interested in other high conviction names that will benefit from from the capex?