-
NVIDIA Corporation (NVDA $175.02)
-
Amphenol Corporation (APH $129.24)
-
Corning Incorporated (GLW $88.32)
-
Hewlett Packard Enterprise Company (HPE $23.87)
-
Lite Access Technologies Inc. (LTE)
-
Super Micro Computer Inc. (SMCI $32.33)
-
Coherent Corp. (COHR $178.34)
-
Fabrinet (FN $470.89)
-
Dell Technologies Inc. Class C (DELL $129.98)
-
Astera Labs Inc. (ALAB $148.85)
Q: Good afternoon 5l
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks
Nvidia seems to be pivoting to AI factories, as they call them. Could you provide a few names of companies which will likely profit from this turn? Perhaps also with a brief description of why you find them interesting.
Thanks