Likes Received
Trending Creators in 2025Bros, Happy New Year.
I've been sharing some upstream AI infrastructure companies for a while.
Such as $Vertiv(VRT.US)$Arista Networks(ANET.US)$Astera Labs(ALAB.US)$Monolithic Power(MPWR.US)$Vicor(VICR.US)
$Lam Research(LRCX.US), etc.
But honestly, my heavy position in 2026 will still go to NVIDIA $NVIDIA(NVDA.US).
Upstream sectors can be rotated and hyped, sometimes memory, sometimes power, sometimes liquid cooling, etc. But ultimately, they all revolve around NVIDIA's server racks.
Although facing the impact of ASICs, the certainty for the next two years is still quite obvious, and supply will continue to fall short of demand.
So if you can't catch the alpha, catching the strongest beta is also fine.
Happy New Year, bros.
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
