How to play the AI boom beyond Nvidia

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If you want to win in AI investing, look beyond Nvidia (NVDA).

In this episode of Stocks in Translation, Epistrophy Capital Research chief market strategist Cory Johnson joins host Jared Blikre and Senior Reporter Allie Canal to discuss the AI boom and what’s next for the tech sector. Johnson provides an overview of AI infrastructure, how it's increasing in scale, and what it all means for the future of the industry.

Check out the full episode here.

Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service.

This post was written by Lauren Pokedoff

Video Transcript

00:00 Speaker A

How are you playing this? How does it fit into your investments?

00:03 Speaker B

So, um, again, I don't I don't give stock advice, um but I I do run some investments and we cover a lot of companies for Epistrophe Capital Research.

00:10 Speaker B

My personal portfolio, I have a very concentrated portfolio of, you know, probably 22 names right now, not much at all and and they're size for different outcomes.

00:17 Speaker B

Hopefully all great outcomes, but size for different uh things. Um, but we cover the 50 most important companies in technology at Epistry of Capital Research.

00:23 Speaker B

And what we see, um, I see the market, I see uh the commentary. I watch, um, you know, media and what and what I read is a real focus on semiconductors, a focus on Nvidia and others.

00:30 Speaker B

But I think we're going to see a lot of what we saw in the internet build out, which was there was an initial focus on certain things. Back in the the dotcom era it was a focus on networking.

00:38 Speaker B

Uh and I and I think we're going to get to that with um AI. I think we're going to start to see a focus on the other things that are happening in the data center.

00:44 Speaker B

We've we've gone from um Nvidia chips powering large language models and and and starting to develop to sell into a data center and then the scale up of building bigger data racks.

00:55 Speaker B

Now we're getting to scale out where we're going to wider and wider data centers. And I think we're eventually and soon going to get to data centers that are connected by hundreds of miles, not thousands, as they run simultaneous workloads,

01:05 Speaker B

um a managing large language models, training large language models, and as we move into inference, you can separate out away from the model just a little bit more than you could during training.

01:14 Speaker B

And so we're going to see the connections between the data centers matter a lot more. So we start looking at not just the GPUs from Nvidia and maybe AMD and maybe God forbid Intel someday, but we're going to start looking at the networking componentry that connects these things.

01:25 Speaker B

Whether it's the connectors, the cables themselves, um the routers that go into data centers, they're going to be different than what we saw in prior areas of areas of technology, but it's going to be really cool to watch data centers grow out, not just grow up. Related Videos

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