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The Trade Desk Inc. (TTD)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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Viant Technology Inc. (DSP)
Q: I came across these comments in the Globe & Mail:
“We believe the names enabling more efficient interconnect in segments such as module OEMs, analog and DSP [digital service providers] will drive the second wave of AI investments and are still under-priced for the opportunity set (especially given the run-up in power utilities).”
What companies come to mind that fit this description, and how would you rank them (starting with the best ones first)?
“We believe the names enabling more efficient interconnect in segments such as module OEMs, analog and DSP [digital service providers] will drive the second wave of AI investments and are still under-priced for the opportunity set (especially given the run-up in power utilities).”
What companies come to mind that fit this description, and how would you rank them (starting with the best ones first)?
