๐—ง๐—ต๐—ฒ ๐—™๐—ถ๐˜ƒ๐—ฒ ๐—Ÿ๐—ฎ๐˜†๐—ฒ๐—ฟ๐˜€ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—”๐—œ ๐—ฅ๐—ฒ๐˜ƒ๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป By Jensen Huang

Market_Chart
03-11

๐—ง๐—ต๐—ฒ ๐—™๐—ถ๐˜ƒ๐—ฒ ๐—Ÿ๐—ฎ๐˜†๐—ฒ๐—ฟ๐˜€ ๐—ผ๐—ณ ๐˜๐—ต๐—ฒ ๐—”๐—œ ๐—ฅ๐—ฒ๐˜ƒ๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป

Layer 1: Energy

$Uranium(UEC)$ $Bloom Energy Corp(BE)$ $GE Vernova Inc.(GEV)$ $Quanta(PWR)$ $Amprius Technologies Operating Inc(AMPX)$ $Vicor(VICR)$ $Vistra Energy Corp.(VST)$ $Navitas Semiconductor Corp(NVTS)$ $BWX Technologies Inc(BWXT)$ $Centrus(LEU)$ $Constellation Energy Corp(CEG)$

Layer 2: Chips

$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $ARM Holdings(ARM)$ $Marvell Technology(MRVL)$ $Applied Optoelectronics(AAOI)$ $AXT Inc(AXTI)$ $COHERENT(COHR)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Seagate Technology PLC(STX)$ $Syntec Optics Holdings, Inc.(OPTX)$ $Lumentum(LITE)$ $Ichor Holdings Ltd.(ICHR)$ $Aehr Test(AEHR)$

Layer 3: Infrastructure

$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $CoreWeave, Inc.(CRWV)$ $APPLIED DIGITAL CORP(APLD)$ $Galaxy Digital Holdings Ltd.(GLXY)$ $Oracle(ORCL)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Vertiv Holdings LLC(VRT)$

Layer 4: Models

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Amazon.com(AMZN)$

Layer 5: Applications

$Palantir Technologies Inc.(PLTR)$ $DigitalOcean Holdings, Inc.(DOCN)$ $Snowflake(SNOW)$ $UiPath(PATH)$ $Cloudflare, Inc.(NET)$ $Fastly, Inc.(FSLY)$ $Pegasystems(PEGA)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $InterDigital(IDCC)$

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Comments

  • Juju710
    03-15
    Juju710
    Good
  • lesandyc
    03-11
    lesandyc

    Great article, would you like to share it?

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