AI Empire Rises Again | NVIDIA Investment Blueprint Stock Watchlist
1.
$INTC Intel (Semiconductors / CPU & AI chips)
2.
$SNPS Synopsys (Chip design EDA leader)
3.
$LITE Lumentum (Optical communications)
4.
$COHR Coherent (Photonics & laser tech)
5.
$MRVL Marvell Technology (Data center networking chips)
6.
$GLW Corning (Fiber & optical infrastructure)
7. Enfabrica (AI networking architecture, private)
8. Groq (AI inference chips, private)
9.
$IREN IREN (GPU compute digital infrastructure)
10.
$CRWV CoreWeave (GPU cloud infrastructure)
11.
$NBIS Nebius (AI cloud & compute platform)
12. Nscale (AI cloud infrastructure, private)
13. Lambda Labs (GPU cloud provider, private)
14. Crusoe Energy (Green AI data centers, private)
15.
$NOK Nokia (Telecom & network infrastructure)
16. OpenAI (Foundation model leader, private)
17. xAI (Musk AI company, private)
18. Mistral AI (Open-weight LLMs, private)
19. Cohere (Enterprise LLMs, private)
20. Perplexity AI (AI search, private)
21. Runway (AI video generation, private)
22. Figure AI (Humanoid robotics, private)
23. Wayve (Autonomous driving AI, private)
24.
$LLY Eli Lilly (AI-driven drug discovery)
25.
$RXRX Recursion Pharmaceuticals (AI biotech)
26. Terray Therapeutics (AI drug discovery, private)
27. Commonwealth Fusion Systems (Nuclear fusion energy, private)
AI stack thesis: Chips → Networking → Cloud → Models → Apps → Robotics → Energy