Meta and Broadcom have extended their strategic partnership through 2029 to develop next-generation custom AI chips and expand computing infrastructure. This massive deployment creates a compelling investment opportunity across the semiconductor supply chain and data center ecosystem.
Published on April 15
Meta and Broadcom's commitment through 2029 is not a small pilot project — it is a multi-gigawatt infrastructure rollout that locks in years of demand across the entire chip supply chain. Getting in early on the companies powering this buildout could be a significant opportunity.
This is not just about one chip company. From the factories that make the silicon to the firms managing power and networking inside data centres, every layer of the AI infrastructure stack stands to benefit — and this group covers them all.
Professional analysts have handpicked each stock in this group based on their direct connection to one of the biggest custom AI chip deals ever announced. When the world's top tech giants make this level of commitment, the investment community takes notice.
Meta and Broadcom have locked in a partnership through 2029 to build next-generation custom AI chips, signalling a major shift in how the world's biggest tech companies power their artificial intelligence systems. Instead of buying off-the-shelf processors, they are designing their own silicon from scratch. This creates enormous demand across the entire semiconductor and data centre supply chain — and that is exactly where this group of stocks is focused.
This is a growth-oriented group of stocks tied to the fast-moving world of AI infrastructure. Companies here range from chip manufacturers and foundries to networking hardware makers and power management specialists. Because this theme is closely linked to capital spending by large tech firms, it can be sensitive to shifts in technology budgets or global trade conditions. That said, the long-term direction of AI investment remains strongly upward.
Every stock in this group was handpicked by professional analysts because it plays a direct or supporting role in the Meta-Broadcom AI chip ecosystem. From the factories that fabricate the chips, to the companies that package and test them, to the firms providing high-speed networking and power solutions inside data centres — each one has a clear connection to this landmark infrastructure buildout.
The basket's total market capitalisation is $4.83T and it is heavily anchored by several very large-cap constituents, producing a large-cap‑weighted profile.
AVGO: $1.80T
TSM: $1.68T
ASML: $586.04B
Get the full story on this Basket. Read our detailed article on its risks and potential.
Trade stocks, ETFs, and more with zero commission. Keep more of your returns.
Part of Exinity Group 2015, serving over a million customers globally.
Earn 6% AER on uninvested cash with daily interest payments.
Disney is suing the FCC to block an early license review of its ABC stations, arguing the move is politically motivated retaliation against its news coverage. This unprecedented legal battle highlights the growing regulatory risks for traditional broadcasters and underscores the structural advantages of unregulated digital streaming platforms.
SK Hynix has unveiled a record-breaking 40 trillion won share buyback fueled by soaring demand for its AI memory chips. This historic capital return creates a compelling investment theme centered on high-bandwidth memory producers and the specialized equipment manufacturers that enable their advanced production.
Home Depot's recent earnings beat highlights consistent consumer spending on smaller household repair and maintenance projects. This ongoing trend presents promising opportunities for various home improvement retailers and building material suppliers.
+5
Here are a few of the assets in this group. Create an account to unlock the full list.
12 of 15 assets in this group are rated Buy by professional analysts.
