The AI Value Chain: Who Wins, Who Loses?

MMMTWealth
08-13

Some of the more exciting themes right now:

1. Silicon Photonics

Safest bet:

$Lumentum(LITE)$

$Coherent(COHR)$

$Marvell Technology(MRVL)$

$Credo Technology Group Holding Ltd(CRDO)$

Moderate risk:

$Applied Optoelectronics(AAOI)$

Highest risk:

$POET Technologies Inc(POET)$

$Aeva Technologies Inc.(AEVA)$

2. Solid Oxide Fuel Cells

Safest bet: $Bloom Energy Corp(BE)$

Moderate risk: $Sunrise Energy Metals Ltd.(SREMF)$

Highest risk: $CERES POWER(CWR.UK)$

3. Stablecoins

Safest bet: $Circle Internet Corp.(CRCL)$

$Coinbase Global, Inc.(COIN)$

Moderate risk:

$SoFi Technologies Inc.(SOFI)$

$Robinhood(HOOD)$

Highest risk:

$Bakkt Holdings, Inc.(BKKT)$

$Exodus Movement, Inc.(EXOD)$

$eToro Group Ltd.(ETOR)$

4. Dexterity in robotics

Safest bet:

$Intuitive Surgical(ISRG)$

$Regal Rexnord(RRX)$

$RBC Bearings(RBC)$

$Parker Hannifin(PH)$

Moderate risk:

$Teradyne(TER)$

$Cognex(CGNX)$

Highest risk:

$Stryker(SYK)$

$Symbotic Inc.(SYM)$

5. AI Applications

Safest bet:

$Lemonade, Inc.(LMND)$

$Zeta Global Holdings Corp.(ZETA)$

Moderate risk:

$UiPath(PATH)$

Highest risk:

$Recursion Pharmaceuticals, Inc.(RXRX)$

$Schrodinger Inc.(SDGR)$

AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
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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