-
Amazon.com Inc. (AMZN $249.02)
-
Microsoft Corporation (MSFT $393.11)
-
NVIDIA Corporation (NVDA $196.51)
-
Palo Alto Networks Inc. (PANW $161.59)
-
Marvell Technology Inc. (MRVL $133.83)
-
Everpure Inc. Class A (PSTG $64.00)
-
Super Micro Computer Inc. (SMCI $27.20)
-
ASML Holding N.V. (ASML $1,518.30)
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?