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NVIDIA Corporation (NVDA $181.90)
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Amphenol Corporation (APH $110.29)
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Corning Incorporated (GLW $67.31)
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Hewlett Packard Enterprise Company (HPE $22.72)
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Lite Access Technologies Inc. (LTE $0.10)
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Super Micro Computer Inc. (SMCI $44.35)
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Coherent Corp. (COHR $91.21)
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Fabrinet (FN $335.16)
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Dell Technologies Inc. Class C (DELL $131.58)
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Astera Labs Inc. (ALAB $178.98)
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