Here are AI-related stocks

Also the narrative of this long bull run
Currently just the starting point
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1. Nvidia / NVDA
Position: Leading core player in AI computing power, absolutely central to GPU, AI servers, and CUDA ecosystem.
Prospect: Still the primary beneficiary of AI training and inference infrastructure, but with high valuation, suitable for phased core holdings.

2. TSMC / TSM
Position: Global leader in advanced process nodes and packaging, the manufacturing backbone behind Nvidia, AMD, Broadcom, and other AI chips.
Prospect: Long-term expansion of AI chip production depends on TSMC, with very high certainty, suitable as a long-term ballast.

3. Broadcom / AVGO
Position: Company specializing in AI ASICs, network chips, switching chips, and high-speed interconnects.
Prospect: Cloud providers’ self-developed AI chips and large-scale AI cluster expansion will continue to boost demand, making it one of the most important AI infrastructure stocks outside of GPUs.

4. ASML / ASML
Position: Global monopolist of EUV lithography machines, the bottleneck in advanced semiconductor manufacturing.
Prospect: The more advanced AI chips become, the more they rely on ASML, but affected by semiconductor capital expenditure cycles, suitable for long-term holding.

5. Eaton / ETN
Position: Core company in electrical equipment, power distribution systems, circuit breakers, UPS, and data center power infrastructure.
Prospect: Explosive growth in AI data center power consumption, long-term rising demand for power access and distribution equipment, a high-quality core stock in AI infrastructure.

6. Vertiv / VRT
Position: Key supplier of data center power supplies, UPS, liquid cooling, thermal management, and cabinet systems.
Prospect: As AI server power density increases, demand for liquid cooling and power management is strong, with high flexibility, but valuation and volatility are also higher.

7. Schneider Electric / SBGSY
Position: Global leader in power management, industrial automation, and data center infrastructure.
Prospect: Benefiting from the triple trends of AI data centers, electrification, and energy-saving management, more stable than Vertiv, suitable for medium- to long-term allocation.

8. Arista Networks / ANET
Position: Supplier of high-speed Ethernet switches and core cloud network equipment for AI data centers.
Prospect: As AI cluster scale grows, network interconnectivity becomes more important, Arista is a high-quality growth stock in the network layer.

9. Micron / MU
Position: Key player in US stocks for HBM, DRAM, and data center storage.
Prospect: AI training and inference require large amounts of high-bandwidth memory, with long-term strong demand for HBM, but the storage industry is cyclical.

10. Constellation Energy / CEG
Position: Leading US nuclear power operator, stable low-carbon power supplier.
Prospect: AI data centers need 24/7 stable electricity, with long-term value appreciation for nuclear power, suitable for defensive AI infrastructure allocation.

11. GE Vernova / GEV
Position: Important supplier of gas turbines, power grid equipment, and energy infrastructure.
Prospect: Short- to medium-term AI power demand gap requires natural gas generation and grid upgrades, GEV covers both power generation and grid sides.

12. Marvell / MRVL
Position: Supplier of AI optical interconnects, DSPs, data center network chips, and custom chips.
Prospect: Growing demand for interconnection and high-speed data transfer in AI clusters, with higher resilience but also more volatility in competition and valuation.