Mentioned
Bloom Energy Corp
BE
11.34 (4.56%)
260.02
260.80
NVIDIA Corporation
NVDA
4.68 (2.28%)
210.09
210.24
Micron Technology, Inc.
MU
52.44 (5.34%)
1033.75
1034.00
Lumentum Holdings Inc
LITE
31.97 (3.59%)
920.68
921.61
Vertiv Holdings Co
VRT
4.99 (1.68%)
302.64
302.78
Guillaume Fromentin
Guillaume Fromentin
Reunion Island
30d
••• 10 stocks within the AI infrastructure stack that you need to be aware of: 1. Power - #BE 2. Chips - #NVDA 3. Memory - #MU 4. Optics - #LITE 5. Cooling - #VRT 6. Photonics - #AAOI 7. Networking - #ANET 8. Substrates - #AXTI 9. Data Centers - #IREN 10. Hyperscalers - #AMZN Power, compute, networking, cooling, and photonics all play a critical role in the AI buildout. Which one are you holding? $BE (Bloom Energy Corp) $NVDA (NVIDIA Corporation) $MU (Micron Technology, Inc.) $LITE (Lumentum Holdings Inc) $VRT (Vertiv Holdings Co)
Not investment advice. The author may have financial interests in the mentioned instruments.
5 Mentioned
Bloom Energy Corp
BE
Bloom Energy Corp
NVIDIA Corporation
NVDA
NVIDIA Corporation
Micron Technology, Inc.
MU
Micron Technology, Inc.
Lumentum Holdings Inc
LITE
Lumentum Holdings Inc
Vertiv Holdings Co
VRT
Vertiv Holdings Co
null
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