Key insights
- The user is seeking to invest in the AI infrastructure theme by focusing on key components like semiconductors, cooling, and lithography. They are looking for validation on their chosen companies (Rolls Royce, Kraken Robotics, KLA, ASML, NVIDIA, Broadcom, Vertiv) and potential missed opportunities. This approach bets on the overall AI growth rather than specific applications. The inclusion of major semiconductor and infrastructure players suggests a bullish outlook on the AI sector's continued expansion, potentially driving related equity markets.
Basically I'm trying to cover the components that are necessary for AI growth, ie. Semiconductors, coolant, lithography.
This way I'm just betting that AI "wins" as a concept rather than backing a specific pony?
That said, I am a die-hard Rolls and Kraken fan so I guess I'm backing those ponies.
Rolls Royce
Kraken Robotics
KLA
ASML
NVIDIA
Broadcom
Vertiv
Am I missing any big opportunities here that fit what I'm going for, or making any huge mistakes?
Assuming people here have done levels of research that I'll never be able to match and looking for advice!