Post-Merger Network Shakeup
A carefully selected group of companies positioned to benefit from HPE's $14 billion acquisition of Juniper Networks. This merger creates a powerful new player in AI-native networking, challenging industry leader Cisco and sparking innovation across the entire data center ecosystem.
About This Group of Stocks
Our Expert Thinking
The HPE-Juniper merger represents a pivotal moment for AI-native networking, creating a formidable challenger to Cisco. This consolidation will drive accelerated investment across the entire ecosystem, from semiconductor and optical component makers to data center operators and security providers.
What You Need to Know
This collection offers broad exposure to a secular growth trend in networking infrastructure, accelerated by a specific market-moving catalyst. These companies span the entire value chain, from chip manufacturers to cybersecurity firms, all poised to benefit from increased network and data center investments.
Why These Stocks
These 16 stocks were carefully selected to capitalize on the ripple effects of this industry-shifting merger. They include direct competitors forced to innovate, critical component suppliers, and infrastructure providers essential to building and securing next-generation AI-native networks.
Why You'll Want to Watch These Stocks
AI Networking Is Taking Off
The networking world is rapidly transforming to support AI workloads, creating massive demand for advanced hardware, software, and infrastructure that these companies provide.
A $14 Billion Industry Catalyst
HPE's acquisition of Juniper Networks isn't just another merger—it's reshaping the competitive landscape and forcing accelerated investment across the entire networking ecosystem.
The Ripple Effect Opportunity
This hand-picked collection gives you exposure to the entire value chain, from chip suppliers to data center operators, all positioned to benefit from this industry-wide transformation.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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
Gold Miners (Record High Rally) Investment Guide
Gold prices have reached a record high as concerns over a U.S. government shutdown and potential interest rate cuts drive investors to seek safe-haven assets. This trend creates a potential investment opportunity in the companies that explore for and produce gold and other precious metals.
Government Shutdown Impact: Defensive Stocks Explained
A U.S. government shutdown has been triggered by a congressional budget impasse, creating economic uncertainty. This theme focuses on companies in defensive sectors that may prove resilient to the resulting market volatility and disruptions in federal spending.
Zillow Redfin Competitors | Market Disruption
The Federal Trade Commission is suing Zillow and Redfin, alleging their rental listing deal violates antitrust laws. This legal challenge could disrupt the online real estate market, creating opportunities for competing platforms to capture market share.
Frequently Asked Questions
Everything you need to know about the product and billing.