I’ve seen a few graphics like this floating around on the web about all the companies essential to supporting the growing accelerated computing environment. Obviously NVIDIA, ASML and Mag 7 are great beneficiaries, but if you had to choose 5 of the most critical companies in this list what might you pick ?.
https://i.redd.it/oc2e5shg1p2d1.jpeg
Posted by classicalAsp
17 Comments
NVIDIA, ASML, Microsoft, AMD and Intel. Every empire needs its emperor.
VRT is a favorite from the list.
Buy them all!
Microsoft, Nvidia, Google, Tesla(not listed), the 5th I’d pick would be SPY or VOO because AI is going to lift up the entire economy.
All in on ENPH then?
Been looking for a breakdown like this. Thanks OP.
Ty…!
No Cisco for networking? Pretty bad list to omit that.
Micron
Turns out servers are more important than everything else.
Umm thanks a lot I learnt like 5 new companies I shall buy em all
Can somebody explain why HPE didnt make the list?
They have Hardware, Software and NVIDIA partnership?
There is one ticker not on the graphic that seems to be a sympathy play also but it’s a small cap and can’t be talked about here
OMG
Charliefromalwayssunnyinphiladelphiaconspiracymeme.png
Where does INTEL belong in this web?
Can you provide me this list january 1 2024?
Made a 2000% bagger on ADI earnings. looking to continue playing weeklies