NVDA: Basically a Read-through on the Entire Physical AI Supply Chain
Hello everyone! Today i want to share some trading ideas with you!
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$NVIDIA(NVDA)$ earnings tomorrow are an ecosystem event and basically a read-through on the entire physical AI supply chain:
• Cooling: $Vertiv Holdings LLC(VRT)$
• Foundry: $Taiwan Semiconductor Manufacturing(TSM)$
• Optical: $COHERENT(COHR)$, $Fabrinet(FN)$
• Power: $Monolithic Power(MPWR)$, $Navitas Semiconductor Corp(NVTS)$
• Packaging: $Amkor Technology(AMKR)$, $ASE Technology(ASX)$
• Memory: $Micron Technology(MU)$, $SanDisk Corp.(SNDK)$, $Seagate Technology PLC(STX)$, $Western Digital(WDC)$, SK Hynix
• Interconnect: $Broadcom(AVGO)$, $Astera Labs, Inc.(ALAB)$, $Marvell Technology(MRVL)$, $Amphenol(APH)$, $Credo Technology Group Holding Ltd(CRDO)$
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