Blue Screen Media ApS @CPHequities: "𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝗻 𝗔𝗜 - 𝗮𝗻𝗱..."

Denmark

𝗜𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴 𝗶𝗻 𝗔𝗜 - 𝗮𝗻𝗱 𝗨𝘀𝗶𝗻𝗴 𝗔𝗜 𝘁𝗼 𝗜𝗺𝗽𝗿𝗼𝘃𝗲 𝗬𝗼𝘂𝗿 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 🎙️🤖 Yesterday, I had the pleasure of visiting the most popular finance podcast in Denmark, Millionærklubben, where I spoke about how artificial intelligence can transform your investing approach. Danish users can watch and listen to the full episode here: www.euroinvestor.dk/podcast/millionaerklubben-saadan-bruger-populaer-investor-kunstig-intelligens I shared five concrete tips for using AI to take your investing to the next level, and we also discussed some of the companies that are positioning themselves to benefit from the AI infrastructure boom. Here are a few notes about the companies I talked about: While everyone knows about NVIDIA's dominance in AI chips, other critical players are building the backbone of this revolution. Let me share insights on three companies I discussed on the show: 𝗕𝗿𝗼𝗮𝗱𝗰𝗼𝗺 - 𝗧𝗵𝗲 𝗖𝘂𝘀𝘁𝗼𝗺 𝗖𝗵𝗶𝗽 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘀𝘁 While $NVDA (NVIDIA Corporation) sells standardized GPUs that everyone uses, Broadcom takes an entirely different approach. They design custom chips specifically tailored for tech giants like Meta and Amazon. Think about it this way: Instead of Meta is buying off-the-shelf processors, they tell Broadcom exactly what their AI training algorithms need. Broadcom then designs a chip optimized ONLY for Meta's specific requirements. This creates an incredible moat - the customer gets superior performance and energy efficiency, while Broadcom faces zero competition for that particular chip and enjoys higher margins. Interestingly, as companies develop their own AI chips to reduce dependence on NVIDIA, they actually need MORE of Broadcom's networking infrastructure to connect everything together. 𝗖𝗿𝗲𝗱𝗼 - 𝗧𝗵𝗲 𝗔𝗜 "𝗦𝘆𝗻𝗮𝗽𝘀𝗲𝘀" This is a smaller, more speculative play that has surged several hundred percent over the past few years. They make Active Electrical Cables (AECs) - think of them as the synapses connecting the "brains" in AI data centers. When you have 10,000+ GPUs working together in an AI cluster, the speed of communication between them determines overall performance. Credo's cables hit a sweet spot: they go further than regular copper cables without consuming as much power as fiber optics. Next year, their products will be able to transmit 1.5 trillion bits per second 🚀 𝗠𝗲𝘁𝗮 - 𝗨𝘀𝗶𝗻𝗴 𝗔𝗜 𝘁𝗼 𝗣𝗿𝗶𝗻𝘁 𝗠𝗼𝗻𝗲𝘆 Meta shows a different angle on the AI story. With 3,4 billion daily active users, they run the world's most sophisticated advertising machine, now supercharged by AI. Revenue grew 16% to $42.3 billion last quarter, with earnings per share beating expectations by 23%. Meta AI now has almost 1 billion monthly users. But here's what's exciting: They're using AI to make their ads more targeted AND the ads essentially create themselves now. They have built the most efficient advertising platform on the planet, and this is the reason why their stock keep performing well. Meta wins on multiple fronts: Better ad targeting with AI, productivity gains from using their own technology, and a massive user base to instantly deploy new AI features. The AI boom isn't just about the companies making the chips - it's about the entire ecosystem. From the processors to the cables connecting them, from the software managing it all to the companies implementing AI at scale, there are opportunities across the value chain. Thanks for copying and following 🙏 $SPX500 $NSDQ100 $META (Meta Platforms Inc) $AVGO (Broadcom Inc) $CRDO (Credo Technology Group Holding Ltd) 𝘊𝘰𝘱𝘺 𝘛𝘳𝘢𝘥𝘪𝘯𝘨 𝘥𝘰𝘦𝘴 𝘯𝘰𝘵 𝘢𝘮𝘰𝘶𝘯𝘵 𝘵𝘰 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘠𝘰𝘶𝘳 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵𝘴 𝘷𝘢𝘭𝘶𝘦 𝘮𝘢𝘺 𝘨𝘰 𝘶𝘱 𝘰𝘳 𝘥𝘰𝘸𝘯. 𝘠𝘰𝘶𝘳 𝘤𝘢𝘱𝘪𝘵𝘢𝘭 𝘪𝘴 𝘢𝘵 𝘳𝘪𝘴𝘬.