Jensen's AI Roadmap: 5 Layers, 50 Stocks, One Mega Trend
AI is no longer just a chip story. From power generation and semiconductors to cloud infrastructure, foundation models, and enterprise applications, every layer of the AI stack is creating new investment opportunities across the ecosystem.
Jensen literally told you where to invest.
This is his 5-Layer AI Cake:
Layer 1: Energy
$Bloom Energy Corp(BE)$ $GE Vernova Inc.(GEV)$ $Quanta(PWR)$ $Amprius Technologies Operating Inc(AMPX)$ $Vicor(VICR)$ $Vistra Energy Corp.(VST)$ $Navitas Semiconductor Corp(NVTS)$ $BWX Technologies Inc(BWXT)$ $Constellation Energy Corp(CEG)$ $Uranium(UEC)$ $Cameco(CCJ)$
Layer 2: Chips
$NVIDIA(NVDA)$ $Taiwan Semiconductor Manufacturing(TSM)$ $Intel(INTC)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$ $ARM Holdings(ARM)$ $Marvell Technology(MRVL)$ $Applied Optoelectronics(AAOI)$ $AXT Inc(AXTI)$ $COHERENT(COHR)$ $Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ $Seagate Technology PLC(STX)$ $Syntec Optics Holdings, Inc.(OPTX)$ $Lumentum(LITE)$ $Ichor Holdings Ltd.(ICHR)$ $Aehr Test(AEHR)$ $Western Digital(WDC)$
Layer 3: Infrastructure
$NEBIUS(NBIS)$ $IREN Ltd(IREN)$ $CoreWeave, Inc.(CRWV)$ $APPLIED DIGITAL CORP(APLD)$ $Vertiv Holdings LLC(VRT)$ $Dell Technologies Inc.(DELL)$ $Hewlett Packard Enterprise(HPE)$ $Oracle(ORCL)$
Layer 4: Models
$Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ $Amazon.com(AMZN)$ $Tesla Motors(TSLA)$
Layer 5: Applications
$ServiceNow(NOW)$ $Palantir Technologies Inc.(PLTR)$ $DigitalOcean Holdings, Inc.(DOCN)$ $Snowflake(SNOW)$ $Cloudflare, Inc.(NET)$ $Fastly, Inc.(FSLY)$ $Innodata(INOD)$
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