Infrastructure has been the leading theme, and I don't see any reason for that to have changed. If anything, it's only accelerated.
Chips: $NVIDIA(NVDA)$ $Broadcom(AVGO)$ $Advanced Micro Devices(AMD)$ $ASML Holding NV(ASML)$
AI infrastructure has been the market's leading theme for years, and the trend appears to be accelerating, if anything. NVDA remains the leader in AI compute, AMD continues to gain share, AVGO benefits from the exploding demand for AI networking and custom silicon, while ASML controls a critical manufacturing bottleneck. As AI expands from training to inference and from cloud to edge, the entire semiconductor ecosystem stands to benefit. The real question is: will NVDA remain the biggest winner, or will leadership rotate to AVGO, AMD, or ASML?
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