Full-Stack AI Buildout
The Expert Apprentice@expert_apprentice
−11.2%
since Oct 1 · after money added
The idea
I believe AI infrastructure keeps scaling for decades, so this basket owns every layer that makes it possible: compute silicon and memory, power generation, networking, edge compute, and cooling. Each layer pairs a steady compounder with a smaller, higher-beta pick, since breakthroughs can come from unexpected places. I stay broad rather than concentrated, trim whatever runs hot so no single name takes over, and hold a small cash buffer while I plan to hold this for multiple decades.
What it owns
- Other · SPCX, TSLA, IREN, NUAI35%
- Every AI model runs on chips and memory, making this the foundational layer where all infrastructure demand begins. · Micron TechnologyIt produces high-bandwidth memory that sits directly next to AI chips and feeds them data at the speeds modern training requires., Advanced Micro DevicesIt is the credible second-source supplier of AI chips, and large cloud buyers want alternatives to single-vendor reliance despite NVIDIA's market dominance., Taiwan Semiconductor ManufacturingIt manufactures the advanced chips that NVIDIA, AMD, and other AI chip designers depend on, giving it exposure to scaling across all compute suppliers., NVIDIA CorporationIt designs and sells the processors and software stack that most AI clusters are built on, capturing the primary benefit if data center expansion continues., ASML HoldingIt is the sole manufacturer of the lithography machines needed to produce advanced chips, ensuring exposure to every new fab built to meet AI demand.35%
- Data centers consume enormous amounts of electricity, and generation capacity takes years to build, creating a structural supply constraint. · Constellation EnergyIt operates the largest US nuclear fleet, providing the reliable clean power data centers seek, and is already signing long-term contracts with AI companies., GE VernovaIt manufactures gas turbines and grid equipment that utilities are ordering to meet surging data center electricity demand., Vistra CorpIt owns power plants in regions where data centers are clustering, and rising electricity demand from AI increases the value of its generation capacity., Oklo IncIt is developing small nuclear reactors designed to power data centers directly, an early-stage bet on novel solutions to the electricity constraint.12%
- Larger AI clusters depend on fast connections between chips, so networking capacity scales with every expansion of compute infrastructure. · BroadcomIt designs custom AI chips for cloud companies and sells the switching silicon that connects clusters together, winning regardless of which compute chips dominate., Arista NetworksIt is the leading supplier of switches that connect chips within larger AI clusters, growing with cluster size and data center expansion., Coherent CorpIt makes optical components that carry data between racks as clusters scale, replacing copper connections that hit physical speed and distance limits., Credo TechnologyIt designs high-speed cables and chips that connect servers within AI racks, participating in the growth of rack-scale systems as clusters expand.11%
- Over time, AI inference moves from centralized data centers into phones, vehicles, and local devices at the network edge. · QualcommIt makes the processors that run AI directly on phones, vehicles, and laptops instead of sending computation to distant data centers., CloudflareIt operates computing infrastructure in hundreds of cities, positioned for AI inference that benefits from running close to users at the network edge., AmbarellaIt makes low-power vision processors that enable cameras, robots, and vehicles to run AI locally, capturing the shift of inference away from data centers.10%
- Denser AI chips generate more heat, pushing liquid cooling from optional to essential in new data center designs. · Vertiv HoldingsIt is the largest pure supplier of cooling and power equipment inside data centers, and liquid cooling is shifting from optional to required as chips grow denser., Modine ManufacturingIt pivoted from automotive parts into liquid cooling systems for data centers, a segment now driving its growth as air cooling reaches physical limits., nVent ElectricIt supplies enclosures, cooling, and electrical infrastructure that every data center needs, a picks-and-shovels compounder across all buildout scenarios.9%