AI stocks, NVIDIA Rubin chip, data center buildout, photonics fiber optics, advanced packaging, gallium nitride power, and chip design software are creating "picks-and-shovels" winners—here are 6 NVIDIA-linked stocks that could have more upside than NVIDIA over the next year or two.Jeffrey Neal Johnson breaks down the law of big numbers (why mega-caps move slower) and the Drafting the Titan strategy: invest in the infrastructure and suppliers that ride every NVIDIA upgrade cycle.
Get the FREE Report: https://www.marketbeat.com/y/sector
See which stock made Bridget's Buys: https://www.marketbeat.com/bridget
📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks.
Video Chapters:
00:00:00 – Why NVIDIA won't double fast
00:02:26 Stock #1: Clean power systems for AI racks
00:04:58 – Stock #2: Photonics + fiber optics for faster AI data flow
00:08:20 – Stock #3: Advanced chip packaging (U.S.-based capacity)
00:10:16 – Stock #4: Gallium nitride power tech (heat + efficiency)
00:12:41 – Stock #5: Chip design software "duopoly" (major AI tie-in)
00:13:16 – Stock #6: The other chip design software leader (analyst upside)
DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.Looking for stocks that could increase significantly? Jeffrey Neal Johnson from MarketBeat guides us, using NVIDIA as a benchmark to identify six other promising companies. This video offers valuable insight into potential investment strategies and market analysis for long term investing. Don't miss this financial analysis to help with your investing.
