$NVDA is powering the AI revolution with its industry-leading GPUs.
The H200s make training and inference exponentially faster and more efficient.
This has turned Nvidia into the default platform for AI research, cloud infrastructure, autonomous vehicles, robotics, and next-gen enterprise computing.
Their chips will be behind in the most important AI services of the next decades.
The AI race is being reshaped by custom ASICs, and $AVGO is leading that revolution.
With deep partnerships spanning Google, Anthropic, and OpenAI, Broadcom is becoming the critical infrastructure powering the next generation of custom AI chips.
As the world's largest AI companies increasingly design custom silicon, Broadcom stands at the center of the biggest compute shift in decades.
As I said about Micron, the AI boom is also a memory story, and SK Hynix is leading the charge.
SK hynix remains the dominant force in memory, supplying the cutting-edge memory that powers the world's most advanced AI GPUs.
As every new AI accelerator requires exponentially more memory, persistent HBM supply constraints are making SK Hynix one of the most strategically important companies in the AI ecosystem.
4. $Advanced Micro Devices(AMD)$
$AMD is the little cousin of NVDA that's challenging the status quo in computing by delivering AI CPUs and GPUs.
$AMD Ryzen and EPYC processors deliver industry-leading efficiency and performance per watt, while Radeon GPUs and AI accelerators provide competitive performance.
$AMD killed Intel and is now running after NVDA.
The demand for AI compute is forecast to grow at healthy pace for a long time and $AMD chips are well positioned to deliver that compute
5. $Taiwan Semiconductor Manufacturing(TSM)$
While AMD and NVDA sell the picks and shovels that power the AI revolution,
$TSM is the one actually making them.
The best chip designers like Apple, NVIDIA, and AMD don't own the factory anymore, they focus on innovation, while $TSM brings their ideas to life with cutting-edge manufacturing.
Its unmatched scale and process leadership, from 5nm to the upcoming 2nm nodes, make it the critical enabler of AI, 5G, and robotaxis.
Doesn't matter who wins the AI chip design race, TSMC already won the AI chip manufacturing race!
6. $Pagaya Technologies Ltd.(PGY)$
$PGY is using AI to improve how credit is evaluated and capital is deployed.
Pagaya's AI-driven platform analyzes vast and diverse datasets to assess risk more accurately, enabling 31 lender partners to approve more borrowers.
The result is faster decisions, better outcomes for consumers, and higher ROI for Pagaya's 154 credit investors.
As digital finance expands and demand for smarter credit solutions grows, Pagaya’s technology and partnerships position it as a key enabler of scalable, data-driven lending.
$MELI is building Latin America's most powerful AI e-commerce, logistics, and fintech ecosystem.
Its marketplace connects millions of buyers and sellers, Mercado Pago enables secure digital payments and wallets, and Mercado Crédito expands financial access through AI-powered lending.
Logistics are streamlined by Mercado Envios, ensuring fast, reliable delivery across a region historically underserved.
First step is to build the network of logistics, financial services, and e-commerce.
The next step is to use AI to deliver unparalleled efficiencies and convenience.
Similar to $Uber(UBER)$ , $GRAB is poised to become the platform of choice for Robotaxi deployment.
AI matches 50M riders and drivers in real time, optimizing routes. Once Robotaxis are ready for mass scale, Grab platform will be highly attractive,
But that's not all, unlike Uber, GRAB has a massive and growing financial services business.
By uniting mobility, delivery, fintech, and AI under one ecosystem, GRAB is becoming the digital infrastructure for daily life across Southeast Asia.
9. $Zeta Global Holdings Corp.(ZETA)$
One of the most significant players in AI-driven marketing and advertising.
ZETA customers are moving from traditional CRM and marketing platforms toward AI predictive analytics.
AI can coordinate, analyse, and adjust advertising campaigns in REAL TIME across web, apps, emails, video games, apps, and streaming TV to generate the HIGHEST return on ad spend possible.
With digital transformation accelerating across the US, Europe, and Asia, Zeta is positioned to scale as enterprises adopt its AI solutions.
10. $IREN Ltd(IREN)$
$IREN is a next-generation data center platform purpose-built for AI.
With 5GW+ of secured capacity, the company is positioning itself as an early mover in AI, enabling rapid deployment of high-density compute.
Following disciplined balance-sheet management using GPU financing and large pre-payments, IREN is entering an inflection point where operating leverage and asset reuse can drive rapid earnings expansion as AI demand accelerates through the decade.
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