Race to Four Trillion
Invest in the companies building the foundation of the AI revolution. These carefully selected stocks represent crucial suppliers and enablers benefiting from Nvidia and Microsoft's historic race to $4 trillion valuations and their unprecedented spending on AI infrastructure.
Your Basket's Financial Footprint
Summary and key takeaways for the 'Race to Four Trillion' basket based on provided market capitalisation breakdown.
- Large-cap dominance generally implies more stability, lower volatility and closer tracking of broad market moves.
- Treat as a core holding for diversified portfolios rather than a speculative, high-risk growth play.
- Expect steady, long-term appreciation rather than explosive short-term gains; outcomes are not guaranteed.
TSM: $1.23T
ASML: $400.56B
SMCI: $32.58B
- Other
About This Group of Stocks
Our Expert Thinking
As Nvidia and Microsoft compete for $4T valuations, they're pouring billions into AI infrastructure. This massive spending creates a ripple effect, benefiting the entire supply chain of companies that provide the essential hardware, software, and facilities needed to build the AI economy.
What You Need to Know
This collection focuses on companies across the entire AI technology value chain – from chip manufacturing and design to data centers and power management. These stocks offer exposure to the durable growth cycle created by the unprecedented capital investment in artificial intelligence infrastructure.
Why These Stocks
These companies were selected because they provide critical components and services that the AI giants can't build without. From advanced semiconductors and high-bandwidth memory to specialized cooling systems and networking equipment, each plays an essential role in the expanding AI ecosystem.
Why You'll Want to Watch These Stocks
The $1 Trillion Spending Wave
Microsoft, Nvidia, and other tech giants are pouring unprecedented billions into AI infrastructure. These suppliers are the direct beneficiaries of this massive capital allocation, creating a durable growth cycle.
Beyond the Obvious AI Names
While everyone focuses on Nvidia and Microsoft, these essential suppliers often fly under the radar despite their critical role in the AI ecosystem. These companies represent the "picks and shovels" of the AI gold rush.
The Entire Tech Value Chain
This collection spans the full technology value chain - from advanced chip manufacturing and design software to data centers and the power infrastructure required to run them. It's a comprehensive way to invest in all aspects of the AI buildout.
Get the full story on this Basket. Read our detailed article on its risks and potential.
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