Investor | Trend-follower.Spotting 10× disruptive stocks before the crowd.
Joined April 2012
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Nvidia's board is reportedly deciding whether to remove Jensen Huang.
Here are 6 stocks that could thrive if Nvidia's troubles continue:
1. $TSM - Taiwan Semiconductor
TSMC doesn't need to pick a winner. Nvidia is its largest customer, but it also builds chips for AMD, Broadcom, Google and Amazon. Revenue grew 41% last quarter to $46.7B, Q4 guidance is $52.3B to $54.3B, and management says AI demand is still running ahead of its supply.
5. $ALAB - Astera Labs
Astera makes the chips that move data between GPUs, CPUs and memory inside AI servers. It backs UALink, the open alternative to Nvidia's NVLink, and its Orion platform lets customers choose their own GPU. Revenue grew 154% last quarter to $584.9M, with Q4 guided to $730M to $750M.
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6. $VRT - Vertiv
Every AI rack needs power and cooling, whatever chip is inside. Vertiv's organic orders more than doubled last quarter, net sales grew 61% to $4.3B, and it raised its 2026 sales guidance by $650M.
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Memory and semiconductor names led Wednesday’s rally
$MU +11.9%
$SNDK +13.7%
$INTC, $AMD, $AVGO and the broader SOX index all posted strong gains
CoreWeave results and raised guidance reinforced demand for AI servers, HBM and networking ($MU $SNDK $SMCI)
The AI hardware complex just got fresh fuel after recent volatility
I expect volatility to remain elevated, but the broader AI infrastructure trend is still worth watching closely.
💡As a reference, I’ve called multiple 10x names early. Follow for more trend-driven AI and disruptive stock updates before the crowd.
1. $AMD (Advanced Micro Devices): Competing in AI accelerators and server CPUs. Could benefit from renewed demand for semiconductor stocks as Nasdaq rebounds.
2. $NVDA (NVIDIA): AI chip leader. A potential major beneficiary if technology stocks regain momentum and hyperscaler AI spending continues.
3. $MSFT (Microsoft): A leading cloud and AI company. Azure growth and enterprise AI adoption provide long-term growth catalysts.
4. $JPM (JPMorgan Chase): One of the strongest U.S. banking franchises. Could benefit from improving market sentiment and stronger economic activity.
5. $DAL (Delta Air Lines): Lower crude oil prices could reduce jet fuel costs and support airline profitability if the decline is sustained
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