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NVDA · Nvidia

The undisputed monopolist of AI compute — Nvidia controls 90%+ of the data center GPU market and sets the tempo for the entire AI capex cycle.

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NVDA · Nvidia — The undisputed monopolist of AI compute, with data center GPU market share locked above 90% and the power to set the tempo for the entire AI capex cycle.

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ARM Holdings — The Royalty Collector of the Chip World

ARM Holdings (ARM) — The royalty collector of global chip architecture IP, licensing its designs from mobile all the way to the data center: ARM now commands ~50% of hyperscaler CPU compute. At a forward P/E of ~124x, this is a growth stock with a decade of upside already baked into the price.

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