Bloom Energy is a strong buy because its fuel cell systems can deliver power to AI data centers in weeks rather than the years it takes to connect to the electrical grid, and that advantage is showing up in results — revenue more than doubled last quarter, it has $20 billion worth of orders lined up, and it just landed a massive deal to power Oracle's data centers.
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Despite the long-term risk that big tech companies building their own custom AI chips will slowly eat into Nvidia's business by 2027, the source sees Nvidia as a buy now because its grip on AI computing and networking is enormous — generating around $17 billion per quarter in networking revenue alone, up roughly 250% from a year ago.
Broadcom is a buy because its networking business is booming as massive AI computing infrastructure gets built out, and its custom chip design work puts it in a strong position to capture spending as Amazon, Google, and other tech giants increasingly move away from off-the-shelf Nvidia GPUs toward chips built specifically for their own needs.