From imagination to innovation: Riding the investment tsunami of AI PCs🌪
For the start, what is "AI PC"? ![]()
AI PC refers to a class of computers utilizing AI technology in diverse ways to provide users with enhanced features and a more tailored, efficient computing experience.
NVIDIA's rapid ascent to a $3 trillion market cap in just three months, a feat that took Apple 719 trading days and Microsoft 650 days, highlights its innovation in chip development and software expertise.
Each company leverages AI in unique ways:
-NVIDIA excels in AI chip development 💡
-Apple integrates AI into mobile devices 📱
-Microsoft invests in AI for PCs 🖥️
The AI boom drives innovation and reshapes the tech landscape, highlighting its transformative impact. The race to $4 trillion signifies AI's pivotal role in shaping technology's future.
Investment opportunities in the AI ecosystem
NVIDIA's continued growth has sparked an AI investment frenzy across the industry. The AI industry encompasses various sectors, each presenting unique investment opportunities. 💰
NVIDIA's success has benefited other semiconductor companies like $Arm Holdings(ARM.US$, $Taiwan Semiconductor(TSM.US$, $Qualcomm(QCOM.US$, $ASML Holding(ASML.US$, with gains between 12% and 60% this year.
In data storage, $Pure Storage(PSTG.US$, collaborating with NVIDIA, has surged over 76% this year, driven by its strong position in high-performance storage solutions essential for AI workloads. $Western Digital(WDC.US$ and $Seagate Technology(STX.US$ also posted gains of 47% and 11%, respectively.
Approximately 90% of all the world's data is from the past two years. Just think about how much data the world will have in five, 10, or 25 years!...AI is trained on data, meaning organizations with the best data and those who do the most with it can have a competitive edge.
With the rise of data centers, cooling has become crucial. $Vertiv Holdings(VRT.US$, NVIDIA's sole liquid cooling supplier, saw its stock double this year and increase sixfold over two years. $nVent Electric(NVT.US$ also gained over 40%, supported by its data center solutions.
Uncertain about this theme? Mooers are already profiting from the related stocks. Here are what they've got: ![]()
Broader future of AI PCs
The AI wave is reshaping business models and creating new revenue streams, making AI-related stocks highly attractive. ![]()
AI Semiconductor Value Chain
According to SPEAR, the AI semiconductor value chain includes internal and external server components, with many companies achieving substantial growth. Key players in High Bandwidth Memory (HBM) like $Micron Technology(MU.US$, SK Hynix, and Samsung are benefiting from robust growth and tight supply-demand dynamics.
Cooling and Power Supply
Companies related to cooling and power supply are also capitalizing on AI opportunities. $Eaton(ETN.US$, which provides power management solutions, has gained over 30% this year and has doubled its stock price since last year. $nVent Electric(NVT.US$ has seen a 28% increase year-to-date, reaching a record high.
Moomoo has already come up with qualitative analysis of future AI-related trends. If you want to read more, check out here>>
Share your ideas and earn points! ![]()
After reading the article, do you feel like investing in AI PC-related stocks? ![]()
If you want to learn more about it so that you can be better prepared, check out our special learning section on this!
Disclaimer: Moomoo Technologies Inc. is providing this content for information and educational use only.
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mr_cashcow : Oh yes I definitely believe in the next wave of AI PC essentially accelerated computing on the go/portable edition and hopefully eventually it will become compact enough with a humanoid hologram AI personal assistant that the user can directly interact with like in the show Beacon23
Just imagine a personal AI assistant that have collected your daily activity data and fully understands your daily needs and habits
junclj1223 : I vote for Apple because none of any giant tech can handle both chipset and generative AI in the same time except Apple. Nvidia only handle AI chipsets while Microsoft and Google only handle generative AI. Only Apple able to handle both M1-M4 AI chipsets with Apple Intelligence in the same time.
102362254 : AI-powered PCs like Dell and HP have seen a big surge. Dell's stock soared by about 200% and HP's by 42% in the past year. These new AI PCs use NPUs to handle AI tasks right on the computer, without needing the internet. This gives more privacy and saves money. Many people are expected to upgrade their PCs in 2024 and 2025 because of these AI features. Investing in AI PCs now could be a smart move.
Hase Investment King : Absolutely all in AI, which currently I’m in kinda doomed position… but that’s just a short term. So… all hail AI!
74250553 mr_cashcow: yes normally we would call that a wife or girlfriend but in this case it would be so much better as there would be a power button that we can turn off for when it starts talking shit. LOL
mr_cashcow 74250553: Funny enough that is what the user sort of did in the show beacon23
Connie C : Definitely, we are in a big data era. All our actions and activities are affecting and influencing it. AI is nothing we could avoid daily.
Daniel X4 junclj1223: Similarly, mobile phones are still the best excuse for AI scene applications at this stage.
AnnYeo God of Money : AI will be a necessity or it has already been in everyone's life. I use AI every day, massively in helping me out brainstorming at work as I work remotely.
Meme_Short_Queen : very few players made up the hype, it is nothing but a fad, just as all the dads in the past
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