@Saccc_c: Follow Lao Huang, easy money in hand. Brothers who didn't make it in the first half of the year should hurry up! Lao Huang's call ability is superb. Yesterday, the industry chain background image went viral, and AI cloud sector companies like $NBIS exploded. Now Marvell is surging in after-hours trading. Who's next? I've sorted out the US stock wealth codes announced at NVIDIA GTC: 1…
Summary
This post sorts out listed companies mentioned at the NVIDIA GTC conference in areas such as AI computing cloud (e.g., $CRWV, $NBIS, $IREN), AI factory software platform ($IBM), AI data center design and construction ($CDNS, $J), power distribution and liquid cooling temperature control ($VRT, $ETN, $GEV), and AI data center infrastructure ($EQIX, $DLR) as investment references.
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Follow Old Huang’s lead, and you’ll easily rake in the cash—brothers who missed out in the first half of the year, better hustle now!
Old Huang’s call-it-like-it-is skills are legendary too. Yesterday, the supply chain background charts flooded the screens, and $NBIS and other AI cloud sector companies exploded right away; now Marvell’s surging in after-hours trading.
Who’s next? I’ve sorted out the U.S. stock wealth code revealed at NVIDIA’s GTC conference:
-
AI Computing Power Cloud/NeoCloud
$CRWV (+57%): NeoCloud scale leader, deepest ties to NVIDIA, with ample long-term contracts and order reserves from major clients
$NBIS (+194%): Edge in full-stack AI cloud platform, backed by NVIDIA financing and ecosystem endorsement
$IREN (+53%): Strength in low-cost power and ready-to-use sites, enabling faster conversion to AI cloud capacity -
AI Factory Software Platform
$IBM (+10%): Key focus on Red Hat/OpenShift, edge in enterprise hybrid cloud and AI cluster management—it’s the software foundation for AI factories -
AI Data Center Design and Construction
$CDNS (+33%): EDA and simulation software leader, benefiting from DSX-driven demand for early-stage simulation and digital twins in AI data centers
$J (-9%): Engineering design and delivery service provider, benefiting from demand for DSX reference designs to land as real AI factory projects -
Power Supply/Distribution and Liquid Cooling Temp Control
$VRT (+84%): One of the purest plays in AI data center power and liquid cooling, directly tied to high-density GPU cabinets
$ETN (+22%): Power distribution leader, benefiting from upgrades to AI data center power systems
$GEV (+40%): Power equipment leader, benefiting from new generation capacity and grid expansion driven by AI data centers -
AI Data Center Infrastructure
$EQIX (+38%): Interconnected data center leader, edge in global network nodes and enterprise client connections
$DLR (+19%): One of the hyperscale data center leaders, directly benefiting from machine room and power capacity needs from AI computing expansions
Dive in and research quick, get positioned early—the next big wave might just be yours!
Give it a try, haha
Okay, Brother ZC.
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