The first wave of the AI boom crowned Nvidia Corp. (NASDAQ:NVDA) and memory leader SK Hynix Inc. (NASDAQ:SKHY) as Wall Street’s biggest winners. But as AI infrastructure spending broadens, the next opportunities may lie deeper in the supply chain.
GraniteShares CEO Will Rhind says investors looking beyond GPUs and high-bandwidth memory should focus on three companies sitting at the heart of AI’s next growth phase: Broadcom Inc. (NASDAQ:AVGO), Marvell Technology Inc. (NASDAQ:MRVL) and Taiwan Semiconductor Manufacturing Co. (NYSE:TSM)