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AAPL · Apple
Massive global installed base and a deep privacy moat. The on-device AI story is still early, and the valuation is anchored by the steady cash flows of the Services segment.
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Micron Technology (MU) — Investment Profile
One of three HBM heavyweights, Micron sits at the center of AI's bandwidth bottleneck. The confluence of a memory upcycle and persistent HBM supply tightness keeps the double-upside window open.
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AVGO · Broadcom
The second-growth-curve play of the AI era: custom ASICs for Google, Meta, and Apple, layered on a VMware software transformation that's rewriting how the market values this name.
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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.