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15 handpicked stocks

Musk's AI Gambit

This carefully selected group of stocks represents companies that provide the essential hardware and infrastructure powering AI development. As Elon Musk funnels billions into xAI, these "picks-and-shovels" businesses are positioned to benefit from the resulting demand shock across the tech sector.

Author avatar

Han Tan | Market Analyst

Published on July 14

Your Basket's Financial Footprint

Analysis of the basket's total market capitalisation and concentration profile, highlighting large-cap dominance and implications for investors.

Key Takeaways for Investors:
  • Large-cap dominance suggests lower volatility and closer tracking to broad market performance, likely providing more stable returns.
  • Suitable as a core portfolio holding; generally not appropriate for speculative, concentrated growth bets.
  • Expect steady, long-term value appreciation rather than rapid, short-term explosive gains.
Total Market Cap
  • NVDA: $4.40T

  • SMCI: $32.58B

  • INTC: $178.03B

  • Other

About This Group of Stocks

1

Our Expert Thinking

When billions flow into AI development, the companies providing the underlying infrastructure stand to benefit most. This collection focuses on the hardware providers, chip makers, and data center operators that form the backbone of AI computing – regardless of which AI models ultimately win the market.

2

What You Need to Know

This theme represents a tactical investment opportunity tied to Musk's specific multi-billion dollar AI investment through xAI. The companies included span the entire AI value chain, from semiconductor manufacturers and specialized server providers to data center operators and networking equipment suppliers.

3

Why These Stocks

These companies were specifically selected because they provide critical infrastructure components needed for large-scale AI model development. As xAI and competitors accelerate their AI arms race, these suppliers are positioned to receive substantial orders for chips, servers, and data center capacity.

Why You'll Want to Watch These Stocks

🚀

Riding the Musk Effect

When Elon Musk pours billions into a tech venture, it creates ripple effects throughout the industry. These companies are strategically positioned to catch that wave of spending.

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The Hidden AI Winners

While everyone focuses on flashy AI companies, these behind-the-scenes providers supply the critical infrastructure that makes AI possible. No AI model works without their technology.

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Following the Money Trail

The multi-billion dollar investments flooding into AI development have to go somewhere. These companies represent the essential hardware and infrastructure where that money ultimately lands.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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