Anyone that missed the ORCL, NBIS, CRWV gains- don't forget that these companies are taking on debt to build data centers because hyperscalers (Microsoft/Amazon/Google) would rather not make this kind of capital expenditures directly.
The real winners will be the companies that sell to the AI data center companies:
* Chips: NVDA, AMD, AVGO, TSM, MRVL, INTC(?), QCOM(?), ...
* Memory: MU, ...
* Networking: ANET, AVGO, NVDA,...
* Power/cooling: VRT, ...
* Raw materials: AMAT, LRCX
* Chip Design: SNPS, CDNS, ARM
* Lithography: ASML
* Electricity: CEG, OKLO, VST, GEV...
ORCL, NBIS, CRWV are building massive data centers. What are some good pick and shovel plays???
* Chips: NVDA, AMD, AVGO, TSM, MRVL, INTC(?), QCOM(?), ...
* Memory: MU, ...
* Networking: ANET, AVGO, NVDA,...
* Power/cooling: VRT, ...
* Raw materials: AMAT, LRCX
* Chip Design: SNPS, CDNS, ARM
* Lithography: ASML
* Electricity: CEG, OKLO, VST, GEV...
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