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AI Infrastructure

Hyperscalers are spending $1.3T over two years on AI data centers and chips — NVIDIA leads but competition from AMD and custom silicon is intensifying

Scores as of Sunday, Oct 4

All 20 names

#NameLikeFolio ScoreMain StreetWall StreetGapMain Street 7-dayRatingData linkPriceUpsideModel Portfolio
1AMATApplied Materials90926527——Strong——
2VRTVertiv89895732——Strong——
3GOOGLGoogle87887117——Strong——
4AMZNAmazon85856817——Strong——
5MSFTMicrosoft8586797——Strong——
6PLTRPalantir838485-1——Strong——
7SNOWSnowflake828285-3——Strong——
8DDOGDatadog818185-4——Weak——
9IBMIBM80713041——Strong——
10NVDANvidia777690-14——Strong——
11PATHUiPath76663234——Strong——
12AMDAMD757393-20——Strong——
13AVGOAvago Tech or Broadcom75695613——Strong——
14METAMeta757282-10——Strong——
15ASMLASML737082-12——Strong——
16BBAIBigBear.ai73611843——Strong——
17INTCIntel726877-9——Strong——
18ANETArista Networks716989-20——Strong——
19DELLDell Technologies666387-24——Strong——
20CRMSalesforce181747-30——Weak——