- Amazon.com Inc. (AMZN)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- Palo Alto Networks Inc. (PANW)
- Marvell Technology Inc. (MRVL)
- Pure Storage Inc. Class A (PSTG)
- Super Micro Computer Inc. (SMCI)
- ASML Holding N.V. (ASML)
Q: Hi team,
This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?
This is more of a second order question - so nvda is clearly doing very well, where could we look for benefit on the supplier side, ie. the inputs for what they need for the AI?