Everyone is watching Nvidia, but this year’s real winners are not it


Lumentum +121%, Applied Materials +67%—you may not have heard of either name much, but they are tool suppliers that make AI chips, and they’ve outperformed everyone
The market is quietly moving upstream: it’s not just buying compute power anymore, it’s starting to buy the infrastructure that builds compute power
Nvidia itself is also showing you the direction through action—just poured $3.8 billion into two AI companies, and is making a big bet on photonics, using light to transmit data instead of electricity for higher efficiency and lower heat loss, which could be the next foundational technology revolution for AI chips
This isn’t a short-term hype cycle; institutions are betting on the infrastructure for the next 5 years. Follow the money from Nvidia—more important than following #Nvidia’s stock price
DYOR (do your own research), not investment advice
NVDA2.04%
AMAT0.49%
View Original
post-image
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned