The AI supercycle is only in its third year, with a potential span of up to fifteen years. It's not too late to get in.
If you understand the trend, buying on dips and holding until 2030 and beyond could still be very rewarding.
We've just finished Phase 1 (2023-2025), focused on chips, memory, and connectivity.
$NVIDIA(NVDA)$ → Designs the GPUs that every AI model trains and runs on.
$Micron Technology(MU)$ → Makes the high-bandwidth memory inside every AI server.
$COHERENT(COHR)$ → Moves data at light speed between GPUs optically.
$Marvell Technology(MRVL)$ → Provides custom silicon connecting every chip in a hyperscaler's cluster.
$Broadcom(AVGO)$ → Quietly builds custom AI chips for Google, Meta, and Apple.
AMD → The only credible GPU rival to NVDA for AI training.
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.
