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.
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 dominant provider of GPUs, Nvidia's hardware is the primary engine required to train and deploy large AI models like xAI's Grok, making it a di...
As the dominant provider of GPUs, Nvidia's hardware is the primary engine required to train and deploy large AI models like xAI's Grok, making it a direct beneficiary of the multi-billion dollar investment.
Super Micro Computer, Inc.
SMCI
Current price
$45.37
A leading provider of high-performance servers optimized for AI, Super Micro Computer is poised to receive significant orders to build out the data ce...
A leading provider of high-performance servers optimized for AI, Super Micro Computer is poised to receive significant orders to build out the data center infrastructure needed by a heavily-funded new player like xAI.
Intel Corporation
INTC
Current price
$24.56
A foundational semiconductor manufacturer whose data center and AI-focused chips benefit from the broad industry-wide hardware investment spurred by t...
A foundational semiconductor manufacturer whose data center and AI-focused chips benefit from the broad industry-wide hardware investment spurred by the massive xAI fundraising.
Join Nemo FREE today and unlock every stock.
It only takes 60 seconds.
About This Group of Stocks
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.
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.
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.
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:
+51.05%
Group Performance Snapshot
Average 12 Month Profit
On average, analysts expect assets in this group to grow 51.05% over the next year.
Stocks Rated Buy by Analysts
11 of 15 assets in this group are rated Buy by professional analysts.
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.
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.
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.
Why Invest with Nemo Money?
Zero Commission
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Trusted & Regulated
Part of Exinity Group 2015, serving over a million customers globally.
6% Interest on Cash
Earn 6% AER on uninvested cash with daily interest payments.
Discover More Opportunities
Uncle Sam's Semiconductor Stake
The U.S. government is considering an equity stake in Intel to boost domestic semiconductor manufacturing. This strategic move could create a ripple effect, benefiting other American companies involved in the chip-making industry.
The Cybersecurity Consolidation Wave
Accenture's record-breaking acquisition of CyberCX signals a major consolidation trend in the cybersecurity sector. This move highlights the growing demand for AI-powered security solutions, creating potential opportunities for other specialized cybersecurity firms to benefit from increased investment and M&A activity.
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.
Frequently Asked Questions
Everything you need to know about the product and billing.