{"id":428795,"date":"2026-05-15T10:20:23","date_gmt":"2026-05-15T10:20:23","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/428795\/"},"modified":"2026-05-15T10:20:23","modified_gmt":"2026-05-15T10:20:23","slug":"three-must-own-stocks-to-play-the-second-wave-of-ai-tradingview-news","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/428795\/","title":{"rendered":"Three must-own stocks to play the second wave of AI \u2014 TradingView News"},"content":{"rendered":"

\"three<\/p>\n

The initial phase of the AI boom heavily concentrated capital within a narrow hardware monopoly, primarily rewarding Nvidia as its graphics processing units captured a 90% market share in model training.<\/p>\n

However, institutional focus is now rapidly pivoting toward the structural deployment of inference and agentic AI.<\/p>\n

This second phase presents a broader investment landscape since the architectural moat surrounding inference hardware is less monopolized.<\/p>\n

Consequently, capital is migrating toward specialized silicon, custom application-specific integrated circuits (ASICs), and advanced memory infrastructure, positioning three specific stocks to capture outsized returns.<\/p>\n

AMD stock: an inference and agentic AI winner<\/p>\n

Advanced Micro Devices is emerging as one of the clearest beneficiaries of the AI market\u2019s pivot from model training to large\u2011scale inference and agentic workloads.<\/p>\n

Its chiplet-based architecture provides a structural edge \u2013 enabling higher memory bandwidth and capacity \u2013 two constraints that increasingly define inference performance.<\/p>\n

As data centers rebalance from an 8:1 GPU\u2011to\u2011CPU ratio toward a near\u2011parity model, AMD\u2019s lead in server CPUs is becoming materially more valuable.<\/p>\n

This dynamic was already visible in its latest quarter: Q1 sales jumped 38% to about $10.3 billion, powered by a 57% surge in data center sales.<\/p>\n

With anchor commitments from OpenAI and Meta and the ZT Systems acquisition expanding its AI rack footprint, AMD is positioned as a foundational supplier for the 2nd wave of AI deployment.<\/p>\n

Broadcom stock: the custom chip winner<\/p>\n

As hyperscalers race to cut power consumption and rein in soaring AI capex, the industry is shifting decisively toward custom application\u2011specific chips \u2013 an area where Broadcom holds an unrivaled engineering lead.<\/p>\n

AVGO\u2019s long\u2011running partnership with Google on its Tensor Processing Units (TPUs) has already proven the commercial viability of bespoke AI silicon, and that momentum is now translating into massive direct orders, including Anthropic\u2019s massive $21 billion commitment for 2026.<\/p>\n

The financial payoff is clear: Broadcom posted record Q1 revenue of $19.3 billion (up 29%) as AI semiconductor sales more than doubled.<\/p>\n

Management now sees ASIC revenue exceeding $100 billion by fiscal 2027, underscoring AVGO\u2019s central role in the second wave of AI infrastructure.<\/p>\n

Micron stock: a memory chip winner<\/p>\n

As AI workloads shift from compute\u2011heavy training to memory\u2011intensive inference, the industry\u2019s bottleneck has moved squarely to DRAM and high\u2011bandwidth memory.<\/p>\n

And that\u2019s where Micron shines. Inference relies on rapid retrieval from key\u2011value caches \u2013 while agentic AI compounds memory requirements through longer, multi\u2011step reasoning chains.<\/p>\n

With HBM demand rising in tandem with every new GPU deployment, MU is capturing a powerful secular tailwind.<\/p>\n

That dynamic is already visible in numbers: Q2 revenue nearly tripled to $23.9 billion.<\/p>\n

And as hyperscalers lock into long\u2011term supply deals, the sector\u2019s historic cyclicality is fading.<\/p>\n

Trading at roughly 13x forward earnings despite this explosive trajectory, Micron stock offers one of the most asymmetric valuations in the AI supply chain.<\/p>\n","protected":false},"excerpt":{"rendered":"The initial phase of the AI boom heavily concentrated capital within a narrow hardware monopoly, primarily rewarding Nvidia…\n","protected":false},"author":2,"featured_media":198337,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[365,363,364,111,139,69,145],"class_list":["post-428795","post","type-post","status-publish","format-standard","has-post-thumbnail","category-artificial-intelligence","tag-ai","tag-artificial-intelligence","tag-artificialintelligence","tag-new-zealand","tag-newzealand","tag-nz","tag-technology"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/428795","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=428795"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/428795\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/198337"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=428795"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=428795"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=428795"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}