AI Supply Chain Resilience Amid Executive Profit-Taking
Discover a carefully selected group of stocks powering the AI revolution. Our professional analysts have identified companies across the entire AI supply chain that continue to show strength, even as top executives cash in on their success.
Top Picks from This Group
Here are a few of the assets in this group. Create an account to unlock the full list.
NVIDIA Corporation
NVDA
Current price
$180.45
As the leading AI chip designer experiencing both executive profit-taking and expanded market access in China, Nvidia exemplifies the sector's resilie...
As the leading AI chip designer experiencing both executive profit-taking and expanded market access in China, Nvidia exemplifies the sector's resilience.
ASML Holding NV
ASML
Current price
$742.16
As the monopoly provider of advanced EUV lithography machines essential for cutting-edge AI chip production, ASML holds a critical position in the sup...
As the monopoly provider of advanced EUV lithography machines essential for cutting-edge AI chip production, ASML holds a critical position in the supply chain.
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About This Group of Stocks
Our Expert Thinking
This collection focuses on companies showing remarkable resilience in the AI sector. While Nvidia's CEO sells shares as part of planned wealth diversification, the company simultaneously gains approval to resume AI chip sales to China, indicating strong business fundamentals despite executive profit-taking.
What You Need to Know
These stocks represent the complete AI hardware production chain from design software to manufacturing services. The theme captures a unique market condition where insider selling at a top AI company coincides with business expansion, signaling sector maturity rather than declining confidence.
Why These Stocks
Each company in this group has demonstrated operational resilience through geopolitical uncertainties while maintaining technological leadership. They form the backbone of AI infrastructure and may continue to prosper regardless of individual stock volatility at the sector's apex.
12 Month Growth Potential
Use the growth calculator to see how much investing in these assets could return over one year.
If you invested across these assets:
in 12 months it could be worth:
+18.33%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 18.33% over the next year.
Stocks Rated Buy by Analysts
14 of 16 assets in this group are rated Buy by professional analysts.
Why You'll Want to Watch These Stocks
Beyond the Headlines
While executive selling often triggers alarm bells, these companies demonstrate that business fundamentals can outweigh traditional negative signals, creating overlooked opportunities for savvy investors.
Global Demand Intensifies
With China's market reopening to advanced AI chips, these supply chain players stand to benefit from renewed global demand that transcends geopolitical tensions, potentially boosting revenue across the entire ecosystem.
The Complete AI Puzzle
Rather than betting on a single AI winner, this collection gives you exposure to every critical piece of the AI manufacturing process, from design software to chip production to testing and packaging.
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Discover More Opportunities
Uncle Sam's Semiconductor Stake
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The Cybersecurity Consolidation Wave
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American Chipmakers: A Tariff-Driven Shift
President Trump has threatened to impose tariffs of up to 300% on semiconductors to boost domestic production. This creates a potential investment opportunity in U.S.-based semiconductor companies that stand to gain from a shift toward onshore manufacturing.
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