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Most investors are chasing the AI memory boom.

I'm positioning for the entire AI infrastructure buildout.

The next 10 years of AI could unfold in phases:

2026-2027: The foundation-building phase.

AI chips: $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$ $Marvell Technology(MRVL)$ $Intel(INTC)$

While AI memory is hot, the bigger opportunity might be the entire AI infrastructure buildout. The 2026-2027 period could represent the "foundation-building" phase, with semiconductors remaining central to the ecosystem.

$NVIDIA(NVDA)$ still dominates AI compute. $Advanced Micro Devices(AMD)$ continues to gain share. $Broadcom(AVGO)$ benefits from AI networking and custom ASIC demand. $Marvell Technology(MRVL)$ is well positioned in connectivity and data center infrastructure, while $Intel(INTC)$ offers a potential manufacturing and turnaround story.

If the next decade of AI unfolds in phases, today's chip leaders might only be the first wave of winners before capital rotates into networking, energy, data, and applications.

Over the next 5-10 years, which of these names has the best chance to deliver outsized returns? Will $NVIDIA(NVDA)$ remain the clear leader, or will $Advanced Micro Devices(AMD)$ , $Broadcom(AVGO)$ , and $Marvell Technology(MRVL)$ see the biggest re-rating?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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The 2026-2027 period could represent the \"foundation-building\" phase, with semiconductors remaining central to the ecosystem.</p>\n<p><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> still dominates AI compute. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> continues to gain share. <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> benefits from AI networking and custom ASIC demand. <a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a> is well positioned in connectivity and data center infrastructure, while <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> offers a potential manufacturing and turnaround story.</p>\n<p>If the next decade of AI unfolds in phases, today's chip leaders might only be the first wave of winners before capital rotates into networking, energy, data, and applications.</p>\n<p>Over the next 5-10 years, which of these names has the best chance to deliver outsized returns? Will <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> remain the clear leader, or will <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>, <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a>, and <a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a> see the biggest re-rating?</p></body></html>","htmlText":"<html><head></head><body><p>Most investors are chasing the AI memory boom.</p>\n<p>I'm positioning for the entire AI infrastructure buildout.</p>\n<p>The next 10 years of AI could unfold in phases:</p>\n<p>2026-2027: The foundation-building phase.</p>\n<p>AI chips: <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> <a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a> <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a></p>\n<p>While AI memory is hot, the bigger opportunity might be the entire AI infrastructure buildout. The 2026-2027 period could represent the \"foundation-building\" phase, with semiconductors remaining central to the ecosystem.</p>\n<p><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> still dominates AI compute. <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a> continues to gain share. <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a> benefits from AI networking and custom ASIC demand. <a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a> is well positioned in connectivity and data center infrastructure, while <a href=\"https://ttm.financial/S/INTC\">$Intel(INTC)$&nbsp;</a> offers a potential manufacturing and turnaround story.</p>\n<p>If the next decade of AI unfolds in phases, today's chip leaders might only be the first wave of winners before capital rotates into networking, energy, data, and applications.</p>\n<p>Over the next 5-10 years, which of these names has the best chance to deliver outsized returns? Will <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a> remain the clear leader, or will <a href=\"https://ttm.financial/S/AMD\">$Advanced Micro Devices(AMD)$&nbsp;</a>, <a href=\"https://ttm.financial/S/AVGO\">$Broadcom(AVGO)$&nbsp;</a>, and <a href=\"https://ttm.financial/S/MRVL\">$Marvell Technology(MRVL)$&nbsp;</a> see the biggest re-rating?</p></body></html>","text":"Most investors are chasing the AI memory boom. I'm positioning for the entire AI infrastructure buildout. The next 10 years of AI could unfold in phases: 2026-2027: The foundation-building phase. AI chips: $NVIDIA(NVDA)$ $Advanced Micro Devices(AMD)$ $Broadcom(AVGO)$ $Marvell Technology(MRVL)$ $Intel(INTC)$ While AI memory is hot, the bigger opportunity might be the entire AI infrastructure buildout. The 2026-2027 period could represent the \"foundation-building\" phase, with semiconductors remaining central to the ecosystem. $NVIDIA(NVDA)$ still dominates AI compute. $Advanced Micro Devices(AMD)$ continues to gain share. $Broadcom(AVGO)$ benefits from AI networking and custom ASIC demand. $Marvell Technology(MRVL)$ is well positioned in connectivity and data center infrastructure, while $Intel(INTC)$ offers a potential manufacturing and turnaround story. If the next decade of AI unfolds in phases, today's chip leaders might only be the first wave of winners before capital rotates into networking, energy, data, and applications. Over the next 5-10 years, which of these names has the best chance to deliver outsized returns? 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